Advisory Services Network’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Advisory Services Network’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
2026 Q1	$39.2K	Buy	+831	New	+$40.1K	﹤0.01%	2768
2025 Q4	–	Sell	-900	Closed	-$41.7K	–	4291
2025 Q3	$41.7K	Buy	+900	New	+$41.8K	﹤0.01%	2549
2024 Q1	–	Sell	-960	Closed	-$42.4K	–	3697
2023 Q4	$42.4K	Buy	+960	New	+$39.1K	﹤0.01%	2105
2023 Q2	–	Sell	-1,314	Closed	-$55.6K	–	3694
2023 Q1	$55.6K	Sell	1,314 -50	-4%	-$2.27K	﹤0.01%	1969
2022 Q4	$60.9K	Buy	+1,364	New	+$61K	﹤0.01%	1879
2021 Q3	–	Sell	-800	Closed	-$38K	–	3260
2021 Q2	$38K	Buy	+800	New	+$37.5K	﹤0.01%	2146
2021 Q1	–	Sell	-801	Closed	-$33K	–	2982
2020 Q4	$33K	Sell	801 -493	-38%	-$18.4K	﹤0.01%	1895
2020 Q3	$43K	Buy	+1,294	New	+$44.5K	﹤0.01%	1678
2020 Q2	–	Sell	-1,540	Closed	-$51K	–	2771
2020 Q1	$51K	Hold	1,540	–	–	﹤0.01%	1383
2019 Q4	$78K	Hold	1,540	–	–	﹤0.01%	1276
2019 Q3	$74K	Hold	1,540	–	–	﹤0.01%	1198
2019 Q2	$74K	Buy	1,540 +90	+6%	+$4.29K	﹤0.01%	1196
2019 Q1	$68K	Hold	1,450	–	–	﹤0.01%	1127
2018 Q4	$62K	Sell	1,450 -118	-8%	-$5.44K	0.01%	1065
2018 Q3	$78K	Sell	1,568 -100	-6%	-$5K	0.01%	1076
2018 Q2	$83K	Buy	1,668 +10	+0.6%	+$470	0.01%	1025
2018 Q1	$75K	Buy	1,658 +148	+10%	+$6.71K	0.01%	1148
2017 Q4	$70K	Sell	1,510 -422	-22%	-$19.7K	0.01%	1122
2017 Q3	$89K	Sell	1,932 -210	-10%	-$9.19K	0.01%	903
2017 Q2	$93K	Buy	2,142 +1,412	+193%	+$61.1K	0.01%	868
2017 Q1	$31K	Buy	+730	New	+$31.3K	﹤0.01%	1140

Other funds holding XSLV

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EBWM

Eagle Bluffs Wealth Management Columbia, Missouri $257M AUM 30.19% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Advisory Services Network's XSLV Position: Q1 2026 in Review

Advisory Services Network opened a new position in Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q1 2026: 831 shares worth $39.2K. The stake represents ﹤0.01% of the portfolio and ranks #2768 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in XSLV as recently as Q3 2025.

Advisory Services Network first reported a position in XSLV in Q1 2017 and has held it in 21 quarters since. The position peaked at $93K in Q2 2017. 98 funds tracked by Wall St. Rank hold XSLV as of Q1 2026.

Advisory Services Network held 831 shares of Invesco S&P SmallCap Low Volatility ETF worth $39.2K as of Q1 2026.
Invesco S&P SmallCap Low Volatility ETF was a new Advisory Services Network position in Q1 2026.
Invesco S&P SmallCap Low Volatility ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #2768 holding.
Advisory Services Network first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q1 2017 and has held it in 21 quarters since.
Advisory Services Network's Invesco S&P SmallCap Low Volatility ETF position peaked at $93K in Q2 2017.
98 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.