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American Financial Advisors’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

American Financial Advisors’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 		$319K Sell
6,095
-1,396
-19% -$69.7K 0.04% 134
2026
Q1 		$354K Sell
7,491
-184
-2% -$8.88K 0.05% 109
2025
Q4 		$356K Sell
7,675
-723
-9% -$33.3K 0.05% 112
2025
Q3 		$389K Sell
8,398
-1,049
-11% -$48.7K 0.05% 107
2025
Q2 		$430K Sell
9,447
-458
-5% -$20.6K 0.06% 102
2025
Q1 		$457K Sell
9,905
-354
-3% -$16.6K 0.07% 85
2024
Q4 		$484K Sell
10,259
-317
-3% -$15.5K 0.07% 80
2024
Q3 		$509K Sell
10,576
-238
-2% -$11.1K 0.07% 81
2024
Q2 		$472K Sell
10,814
-1,937
-15% -$83.8K 0.07% 80
2024
Q1 		$564K Sell
12,751
-1,115
-8% -$48.2K 0.08% 76
2023
Q4 		$612K Sell
13,866
-1,898
-12% -$77.3K 0.09% 71
2023
Q3 		$622K Sell
15,764
-161
-1% -$6.62K 0.1% 72
2023
Q2 		$634K Sell
15,925
-828
-5% -$33.5K 0.1% 72
2023
Q1 		$709K Sell
16,753
-270
-2% -$12.2K 0.12% 68
2022
Q4 		$760K Sell
17,023
-914
-5% -$40.9K 0.13% 62
2022
Q3 		$728K Buy
+17,937
New +$814K 0.13% 63
2022
Q2 		– Sell
-20,571
Closed -$1.01M – 133
2022
Q1 		$1.01M Sell
20,571
-2,954
-13% -$145K 0.14% 59
2021
Q4 		$1.23M Sell
23,525
-6,026
-20% -$302K 0.16% 55
2021
Q3 		$1.39M Sell
29,551
-10,479
-26% -$497K 0.19% 49
2021
Q2 		$1.88M Sell
40,030
-46,166
-54% -$2.16M 0.26% 43
2021
Q1 		$3.96M Sell
86,196
-512,485
-86% -$22.7M 0.59% 31
2020
Q4 		$24.4M Sell
598,681
-8,694
-1% -$324K 3.48% 8
2020
Q3 		$20.2M Sell
607,375
-18,526
-3% -$637K 3.28% 9
2020
Q2 		$21.2M Buy
625,901
+54,698
+10% +$1.82M 3.39% 9
2020
Q1 		$19.3M Buy
+571,203
New +$26M 3.46% 9

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM
MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

American Financial Advisors's XSLV Position: Q2 2026 in Review

American Financial Advisors reduced its Invesco S&P SmallCap Low Volatility ETF (XSLV) stake by 19% in Q2 2026, selling an estimated $69.7K and leaving 6,095 shares worth $319K. The position accounts for 0.04% of the portfolio, ranked #134.

American Financial Advisors first reported a position in XSLV in Q1 2020 and has held it in 25 quarters since. The position peaked at $24.4M in Q4 2020. 18 funds tracked by Wall St. Rank hold XSLV as of Q2 2026.

  • American Financial Advisors held 6,095 shares of Invesco S&P SmallCap Low Volatility ETF worth $319K as of Q2 2026.
  • American Financial Advisors sold 1,396 Invesco S&P SmallCap Low Volatility ETF shares in Q2 2026, an estimated $69.7K.
  • Invesco S&P SmallCap Low Volatility ETF made up 0.04% of American Financial Advisors's portfolio in Q2 2026, its #134 holding.
  • American Financial Advisors first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q1 2020 and has held it in 25 quarters since.
  • American Financial Advisors's Invesco S&P SmallCap Low Volatility ETF position peaked at $24.4M in Q4 2020.
  • 18 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q2 2026.

Based on American Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.