AWM
XRLV

AE Wealth Management’s Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF XRLV Stock Holding History

AE Wealth Management’s Portfolio XRLV Stock Details XRLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-285
Closed -$16.1K – 2278
2025
Q1 		$16.1K Hold
285
– – ﹤0.01% 1783
2024
Q4 		$15.1K Buy
+285
New +$15.6K ﹤0.01% 1785

Other funds holding XRLV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
MWM
MGB Wealth Management Addison, Texas $350M AUM 42.75% 1-Year Est. Return
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

AE Wealth Management's XRLV Position: Q2 2025 in Review

AE Wealth Management sold out of Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (XRLV) in Q2 2025, closing a stake of 285 shares — an estimated $16.1K sold.

AE Wealth Management first reported a position in XRLV in Q4 2024 and held it in 2 quarters. The position peaked at $16.1K in Q1 2025. 31 funds tracked by Wall St. Rank hold XRLV as of Q2 2025.

  • AE Wealth Management reported no remaining Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF position as of Q2 2025 after selling out during the quarter.
  • AE Wealth Management sold 285 Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF shares in Q2 2025, an estimated $16.1K.
  • AE Wealth Management first reported a position in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in Q4 2024 and held it in 2 quarters.
  • AE Wealth Management's Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF position peaked at $16.1K in Q1 2025.
  • 31 funds tracked by Wall St. Rank held Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF as of Q2 2025.

Based on AE Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.