Baldwin Wealth Partners’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Baldwin Wealth Partners’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	$572K	Hold	11,693	–	–	0.04%	135
2026 Q2	$613K	Hold	11,693	–	–	0.04%	134
2026 Q1	$552K	Sell	11,693 -4,445	-28%	-$215K	0.04%	137
2025 Q4	$748K	Hold	16,138	–	–	0.05%	129
2025 Q3	$747K	Sell	16,138 -448	-3%	-$20.8K	0.05%	125
2025 Q2	$755K	Buy	16,586 +2	+0%	+$90	0.05%	117
2025 Q1	$766K	Hold	16,584	–	–	0.05%	115
2024 Q4	$783K	Buy	16,584 +2	+0%	+$98	0.05%	117
2024 Q3	$798K	Buy	16,582 +1	+0%	+$47	0.05%	140
2024 Q2	$724K	Sell	16,581 -149	-0.9%	-$6.44K	0.06%	113
2024 Q1	$740K	Sell	16,730 -9,175	-35%	-$397K	0.06%	118
2023 Q4	$1.14M	Sell	25,905 -2,699	-9%	-$110K	0.09%	103
2023 Q3	$1.13M	Sell	28,604 -1,094	-4%	-$45K	0.1%	104
2023 Q2	$1.18M	Sell	29,698 -9,174	-24%	-$371K	0.1%	104
2023 Q1	$1.65M	Buy	38,872 +2	+0%	+$91	0.14%	96
2022 Q4	$1.74M	Buy	+38,870	New	+$1.74M	0.16%	97

Other funds holding XSLV

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SWM

Sculati Wealth Management Bloomfield Hills, Michigan $306M AUM 11.97% 1-Year Est. Return

Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return

TWM

TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return

MWM

McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return

Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

LWM

Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return

Baldwin Wealth Partners's XSLV Position: Q3 2026 in Review

Baldwin Wealth Partners held its Invesco S&P SmallCap Low Volatility ETF (XSLV) position steady in Q3 2026 at 11,693 shares worth $572K. The position accounts for 0.04% of the portfolio, ranked #135.

Baldwin Wealth Partners first reported a position in XSLV in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.74M in Q4 2022. 14 funds tracked by Wall St. Rank hold XSLV as of Q3 2026.

Baldwin Wealth Partners held 11,693 shares of Invesco S&P SmallCap Low Volatility ETF worth $572K as of Q3 2026.
Baldwin Wealth Partners left its Invesco S&P SmallCap Low Volatility ETF share count unchanged in Q3 2026.
Invesco S&P SmallCap Low Volatility ETF made up 0.04% of Baldwin Wealth Partners's portfolio in Q3 2026, its #135 holding.
Baldwin Wealth Partners first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2022 and has held it in 16 quarters since.
Baldwin Wealth Partners's Invesco S&P SmallCap Low Volatility ETF position peaked at $1.74M in Q4 2022.
14 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q3 2026.

Based on Baldwin Wealth Partners's 13F filing for Q3 2026, filed 13 Oct 2026.