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 Q2	–	Sell	-831	Closed	-$39.2K	–	4666
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

BCM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EBWM

Eagle Bluffs Wealth Management Columbia, Missouri $299M AUM 41.44% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Services Network's XSLV Position: Q2 2026 in Review

Advisory Services Network sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q2 2026, closing a stake of 831 shares — an estimated $39.2K sold.

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

Advisory Services Network reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 831 Invesco S&P SmallCap Low Volatility ETF shares in Q2 2026, an estimated $39.2K.
Advisory Services Network first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q1 2017 and held it in 21 quarters.
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 Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.