AA
XSLV icon

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

Ancora 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
Q1 		$33K Hold
700
– – ﹤0.01% 1319
2025
Q4 		$32.5K Buy
+700
New +$32.3K ﹤0.01% 1314

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 $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $257M AUM 30.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ancora Advisors's XSLV Position: Q1 2026 in Review

Ancora Advisors held its Invesco S&P SmallCap Low Volatility ETF (XSLV) position steady in Q1 2026 at 700 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #1319.

Ancora Advisors first reported a position in XSLV in Q4 2025 and has held it in 2 quarters since. 98 funds tracked by Wall St. Rank hold XSLV as of Q1 2026.

  • Ancora Advisors held 700 shares of Invesco S&P SmallCap Low Volatility ETF worth $33K as of Q1 2026.
  • Ancora Advisors left its Invesco S&P SmallCap Low Volatility ETF share count unchanged in Q1 2026.
  • Invesco S&P SmallCap Low Volatility ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #1319 holding.
  • Ancora Advisors first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2025 and has held it in 2 quarters since.
  • 98 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.