AssetMark Inc
XSLV icon

AssetMark Inc’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

AssetMark Inc’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 		$2.83K Buy
+54
New +$2.7K ﹤0.01% 2871
2025
Q1 		– Sell
-45
Closed -$2.13K – 2779
2024
Q4 		$2.13K Buy
+45
New +$2.2K ﹤0.01% 2110

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $299M AUM 41.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

AssetMark Inc's XSLV Position: Q2 2026 in Review

AssetMark Inc opened a new position in Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q2 2026: 54 shares worth $2.83K. The stake represents ﹤0.01% of the portfolio and ranks #2871 among its holdings. This is a return to the name: AssetMark Inc previously reported a position in XSLV as recently as Q4 2024.

AssetMark Inc first reported a position in XSLV in Q4 2024 and has held it in 2 quarters since. 98 funds tracked by Wall St. Rank hold XSLV as of Q2 2026.

  • AssetMark Inc held 54 shares of Invesco S&P SmallCap Low Volatility ETF worth $2.83K as of Q2 2026.
  • Invesco S&P SmallCap Low Volatility ETF was a new AssetMark Inc position in Q2 2026.
  • Invesco S&P SmallCap Low Volatility ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2871 holding.
  • AssetMark Inc first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2024 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 Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.