AWM
XSLV icon

Accel Wealth Management’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Accel Wealth Management’s Portfolio XSLV Stock Details XSLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-6,678
Closed -$304K – 293
2025
Q2 		$304K Buy
6,678
+51
+0.8% +$2.3K 0.1% 195
2025
Q1 		$306K Hold
6,627
– – 0.11% 188
2024
Q4 		$313K Sell
6,627
-405
-6% -$19.8K 0.12% 182
2024
Q3 		$338K Sell
7,032
-632
-8% -$29.4K 0.13% 172
2024
Q2 		$335K Buy
7,664
+554
+8% +$24K 0.13% 160
2024
Q1 		$314K Sell
7,110
-566
-7% -$24.5K 0.13% 152
2023
Q4 		$339K Buy
7,676
+25
+0.3% +$1.02K 0.17% 130
2023
Q3 		$302K Buy
7,651
+1
+0% +$41 0.17% 123
2023
Q2 		$305K Buy
7,650
+256
+3% +$10.3K 0.17% 123
2023
Q1 		$313K Buy
7,394
+1,976
+36% +$89.6K 0.13% 161
2022
Q4 		$242K Sell
5,418
-661
-11% -$29.6K 0.12% 142
2022
Q3 		$258K Hold
6,079
– – 0.14% 138
2022
Q2 		$271K Sell
6,079
-563
-8% -$25.9K 0.16% 122
2022
Q1 		$330K Sell
6,642
-492
-7% -$24.1K 0.17% 102
2021
Q4 		$372K Buy
7,134
+576
+9% +$28.9K 0.18% 98
2021
Q3 		$309K Sell
6,558
-418
-6% -$19.8K 0.2% 88
2021
Q2 		$327K Sell
6,976
-129
-2% -$6.05K 0.22% 91
2021
Q1 		$326K Buy
7,105
+991
+16% +$44K 0.26% 78
2020
Q4 		$249K Buy
+6,114
New +$228K 0.23% 91

Other funds holding XSLV

ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $257M AUM 30.19% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Accel Wealth Management's XSLV Position: Q3 2025 in Review

Accel Wealth Management sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q3 2025, closing a stake of 6,678 shares — an estimated $304K sold.

Accel Wealth Management first reported a position in XSLV in Q4 2020 and held it in 19 quarters. The position peaked at $372K in Q4 2021. 105 funds tracked by Wall St. Rank hold XSLV as of Q3 2025.

  • Accel Wealth Management reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q3 2025 after selling out during the quarter.
  • Accel Wealth Management sold 6,678 Invesco S&P SmallCap Low Volatility ETF shares in Q3 2025, an estimated $304K.
  • Accel Wealth Management first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2020 and held it in 19 quarters.
  • Accel Wealth Management's Invesco S&P SmallCap Low Volatility ETF position peaked at $372K in Q4 2021.
  • 105 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q3 2025.

Based on Accel Wealth Management's 13F filing for Q3 2025, filed 8 Oct 2025.