Ameritas Advisory Services’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Ameritas Advisory Services’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
2025 Q3	–	Sell	-113	Closed	-$5.13K	–	2968
2025 Q2	$5.13K	Buy	+113	New	+$5.09K	﹤0.01%	2228
2023 Q2	–	Sell	-2,011	Closed	-$83.6K	–	2569
2023 Q1	$83.6K	Buy	+2,011	New	+$91.2K	﹤0.01%	1073
2022 Q1	–	Sell	-4,040	Closed	-$210K	–	869
2021 Q4	$210K	Buy	+4,040	New	+$202K	0.01%	763

Other funds holding XSLV

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EBWM

Eagle Bluffs Wealth Management Columbia, Missouri $257M AUM 30.19% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameritas Advisory Services's XSLV Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q3 2025, closing a stake of 113 shares — an estimated $5.13K sold.

Ameritas Advisory Services first reported a position in XSLV in Q4 2021 and held it in 3 quarters. The position peaked at $210K in Q4 2021. 105 funds tracked by Wall St. Rank hold XSLV as of Q3 2025.

Ameritas Advisory Services reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q3 2025 after selling out during the quarter.
Ameritas Advisory Services sold 113 Invesco S&P SmallCap Low Volatility ETF shares in Q3 2025, an estimated $5.13K.
Ameritas Advisory Services first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2021 and held it in 3 quarters.
Ameritas Advisory Services's Invesco S&P SmallCap Low Volatility ETF position peaked at $210K in Q4 2021.
105 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.