Armbruster Capital Management
XSLV icon

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

Armbruster Capital Management’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
Q3 		$13.1M Buy
268,645
+2,729
+1% +$143K 1.97% 15
2026
Q2 		$13.9M Buy
265,916
+5,897
+2% +$294K 2.08% 14
2026
Q1 		$12.3M Buy
260,019
+11,458
+5% +$553K 2.01% 15
2025
Q4 		$11.5M Buy
248,561
+10,986
+5% +$507K 1.94% 15
2025
Q3 		$11M Buy
237,575
+14,305
+6% +$665K 1.87% 15
2025
Q2 		$10.2M Buy
223,270
+12,586
+6% +$567K 1.84% 15
2025
Q1 		$9.7M Buy
210,684
+12,785
+6% +$599K 1.94% 16
2024
Q4 		$9.35M Buy
197,899
+4,687
+2% +$229K 1.9% 16
2024
Q3 		$9.3M Buy
193,212
+623
+0.3% +$29K 1.85% 16
2024
Q2 		$8.41M Buy
192,589
+17,151
+10% +$742K 1.75% 16
2024
Q1 		$7.76M Buy
175,438
+450
+0.3% +$19.5K 1.65% 19
2023
Q4 		$7.73M Sell
174,988
-1,920
-1% -$78.2K 1.76% 16
2023
Q3 		$6.98M Sell
176,908
-8,470
-5% -$348K 1.76% 16
2023
Q2 		$7.38M Buy
185,378
+6,504
+4% +$263K 1.82% 16
2023
Q1 		$7.58M Buy
178,874
+3,774
+2% +$171K 1.94% 15
2022
Q4 		$7.82M Buy
175,100
+4,570
+3% +$205K 2.03% 15
2022
Q3 		$6.92M Hold
170,530
– – 1.97% 15
2022
Q2 		$7.59M Buy
170,530
+7,675
+5% +$353K 2.05% 15
2022
Q1 		$7.98M Buy
162,855
+10,975
+7% +$538K 1.92% 14
2021
Q4 		$7.91M Buy
151,880
+7,200
+5% +$361K 1.81% 15
2021
Q3 		$6.82M Buy
144,680
+9,150
+7% +$434K 1.95% 15
2021
Q2 		$6.36M Sell
135,530
-510
-0.4% -$23.9K 1.79% 16
2021
Q1 		$6.24M Buy
136,040
+5,000
+4% +$222K 1.85% 17
2020
Q4 		$5.34M Buy
131,040
+15,190
+13% +$567K 1.79% 17
2020
Q3 		$3.85M Buy
115,850
+8,925
+8% +$307K 1.48% 21
2020
Q2 		$3.62M Buy
106,925
+23,575
+28% +$783K 1.45% 21
2020
Q1 		$2.76M Buy
+83,350
New +$3.8M 1.3% 26

Other funds holding XSLV

Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Eagle Bluffs Wealth Management
Eagle Bluffs Wealth Management Columbia, Missouri $291M AUM 25.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sculati Wealth Management
Sculati Wealth Management Bloomfield Hills, Michigan $306M AUM 11.97% 1-Year Est. Return
Eagle Strategies
Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return
Baldwin Wealth Partners
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
TopTier Wealth Management
TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return
McNaughton Wealth Management
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
Berman McAleer
Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return

Armbruster Capital Management's XSLV Position: Q3 2026 in Review

Armbruster Capital Management increased its Invesco S&P SmallCap Low Volatility ETF (XSLV) stake by 1% in Q3 2026, buying an estimated $143K and bringing the position to 268,645 shares worth $13.1M. The position accounts for 1.97% of the portfolio, ranked #15.

Armbruster Capital Management first reported a position in XSLV in Q1 2020 and has held it in 27 quarters since. The position peaked at $13.9M in Q2 2026. 19 funds tracked by Wall St. Rank hold XSLV as of Q3 2026.

  • Armbruster Capital Management held 268,645 shares of Invesco S&P SmallCap Low Volatility ETF worth $13.1M as of Q3 2026.
  • Armbruster Capital Management bought 2,729 Invesco S&P SmallCap Low Volatility ETF shares in Q3 2026, an estimated $143K.
  • Invesco S&P SmallCap Low Volatility ETF made up 1.97% of Armbruster Capital Management's portfolio in Q3 2026, its #15 holding.
  • Armbruster Capital Management first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q1 2020 and has held it in 27 quarters since.
  • Armbruster Capital Management's Invesco S&P SmallCap Low Volatility ETF position peaked at $13.9M in Q2 2026.
  • 19 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q3 2026.

Based on Armbruster Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.