Ameritas Advisory Services’s Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF XRLV Stock Holding History

Ameritas Advisory Services’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 Q4	–	Sell	-443	Closed	-$24.6K	–	2140
2025 Q3	$24.6K	Hold	443	–	–	﹤0.01%	1374
2025 Q2	$24.4K	Buy	+443	New	+$24.3K	﹤0.01%	1655
2023 Q2	–	Sell	-443	Closed	-$21K	–	2564
2023 Q1	$21K	Buy	+443	New	+$21K	﹤0.01%	1624

Other funds holding XRLV

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Ameritas Advisory Services's XRLV Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (XRLV) in Q4 2025, closing a stake of 443 shares — an estimated $24.6K sold.

Ameritas Advisory Services first reported a position in XRLV in Q1 2023 and held it in 3 quarters. The position peaked at $24.6K in Q3 2025. 28 funds tracked by Wall St. Rank hold XRLV as of Q4 2025.

Ameritas Advisory Services reported no remaining Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 443 Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF shares in Q4 2025, an estimated $24.6K.
Ameritas Advisory Services first reported a position in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in Q1 2023 and held it in 3 quarters.
Ameritas Advisory Services's Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF position peaked at $24.6K in Q3 2025.
28 funds tracked by Wall St. Rank held Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.