AC
XSLV icon

AlphaCore Capital’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

AlphaCore Capital’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 		– Sell
-150
Closed -$6.96K – 1528
2025
Q4 		$6.96K Hold
150
– – ﹤0.01% 1341
2025
Q3 		$6.95K Hold
150
– – ﹤0.01% 1010
2025
Q2 		$6.83K Buy
+150
New +$6.75K ﹤0.01% 984

Other funds holding XSLV

ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AlphaCore Capital's XSLV Position: Q1 2026 in Review

AlphaCore Capital sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q1 2026, closing a stake of 150 shares — an estimated $6.96K sold.

AlphaCore Capital first reported a position in XSLV in Q2 2025 and held it in 3 quarters. The position peaked at $6.96K in Q4 2025. 98 funds tracked by Wall St. Rank hold XSLV as of Q1 2026.

  • AlphaCore Capital reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q1 2026 after selling out during the quarter.
  • AlphaCore Capital sold 150 Invesco S&P SmallCap Low Volatility ETF shares in Q1 2026, an estimated $6.96K.
  • AlphaCore Capital first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q2 2025 and held it in 3 quarters.
  • AlphaCore Capital's Invesco S&P SmallCap Low Volatility ETF position peaked at $6.96K in Q4 2025.
  • 98 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.