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

Avantax 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 Q2	$846K	Buy	18,576 +103	+0.6%	+$4.64K	﹤0.01%	1268
2025 Q1	$853K	Sell	18,473 -2,752	-13%	-$129K	0.01%	1178
2024 Q4	$1M	Buy	21,225 +193	+0.9%	+$9.42K	0.01%	1038
2024 Q3	$1.01M	Buy	21,032 +77	+0.4%	+$3.59K	0.01%	1013
2024 Q2	$915K	Buy	20,955 +8,280	+65%	+$358K	0.01%	1027
2024 Q1	$560K	Sell	12,675 -1,846	-13%	-$79.8K	0.01%	983
2023 Q4	$641K	Sell	14,521 -14,324	-50%	-$583K	0.01%	884
2023 Q3	$1.14M	Buy	28,845 +6,294	+28%	+$259K	0.01%	638
2023 Q2	$898K	Buy	22,551 +13,045	+137%	+$527K	0.01%	718
2023 Q1	$403K	Sell	9,506 -5,918	-38%	-$268K	﹤0.01%	1005
2022 Q4	$689K	Buy	15,424 +877	+6%	+$39.2K	0.01%	745
2022 Q3	$590K	Sell	14,547 -946	-6%	-$42.9K	0.01%	713
2022 Q2	$690K	Sell	15,493 -1,887	-11%	-$86.7K	0.01%	653
2022 Q1	$851K	Sell	17,380 -50	-0.3%	-$2.45K	0.01%	598
2021 Q4	$908K	Sell	17,430 -663	-4%	-$33.2K	0.01%	551
2021 Q3	$853K	Sell	18,093 -646	-3%	-$30.6K	0.01%	540
2021 Q2	$880K	Sell	18,739 -266	-1%	-$12.5K	0.02%	511
2021 Q1	$872K	Sell	19,005 -27,083	-59%	-$1.2M	0.02%	462
2020 Q4	$1.87M	Sell	46,088 -146,994	-76%	-$5.48M	0.04%	279
2020 Q3	$6.42M	Buy	193,082 +66,679	+53%	+$2.29M	0.1%	169
2020 Q2	$4.28M	Sell	126,403 -24,979	-17%	-$830K	0.12%	128
2020 Q1	$5.03M	Sell	151,382 -2,658	-2%	-$121K	0.15%	102
2019 Q4	$7.83M	Buy	154,040 +56,135	+57%	+$2.81M	0.18%	80
2019 Q3	$4.79M	Buy	97,905 +23,914	+32%	+$1.15M	0.19%	65
2019 Q2	$3.55M	Buy	73,991 +8,785	+13%	+$419K	0.16%	75
2019 Q1	$3.06M	Buy	65,206 +7,863	+14%	+$365K	0.16%	75
2018 Q4	$2.44M	Buy	+57,343	New	+$2.64M	0.41%	62

Other funds holding XSLV

VWM

Venturi Wealth Management Austin, Texas $2.22B AUM 24.65% 1-Year Est. Return

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Avantax Advisory Services's XSLV Position: Q2 2025 in Review

Avantax Advisory Services increased its Invesco S&P SmallCap Low Volatility ETF (XSLV) stake by 0.56% in Q2 2025, buying an estimated $4.64K and bringing the position to 18,576 shares worth $846K. The position accounts for ﹤0.01% of the portfolio, ranked #1268.

Avantax Advisory Services first reported a position in XSLV in Q4 2018 and has held it in 27 quarters since. The position peaked at $7.83M in Q4 2019. 106 funds tracked by Wall St. Rank hold XSLV as of Q2 2025.

Avantax Advisory Services held 18,576 shares of Invesco S&P SmallCap Low Volatility ETF worth $846K as of Q2 2025.
Avantax Advisory Services bought 103 Invesco S&P SmallCap Low Volatility ETF shares in Q2 2025, an estimated $4.64K.
Invesco S&P SmallCap Low Volatility ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1268 holding.
Avantax Advisory Services first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's Invesco S&P SmallCap Low Volatility ETF position peaked at $7.83M in Q4 2019.
106 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.