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Berman McAleer’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Berman McAleer’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 		$240K Hold
4,572
– – 0.03% 151
2026
Q1 		$216K Hold
4,572
– – 0.03% 152
2025
Q4 		$212K Hold
4,572
– – 0.03% 151
2025
Q3 		$212K Buy
+4,572
New +$212K 0.03% 155

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

Berman McAleer's XSLV Position: Q2 2026 in Review

Berman McAleer held its Invesco S&P SmallCap Low Volatility ETF (XSLV) position steady in Q2 2026 at 4,572 shares worth $240K. The position accounts for 0.03% of the portfolio, ranked #151.

Berman McAleer first reported a position in XSLV in Q3 2025 and has held it in 4 quarters since. 18 funds tracked by Wall St. Rank hold XSLV as of Q2 2026.

  • Berman McAleer held 4,572 shares of Invesco S&P SmallCap Low Volatility ETF worth $240K as of Q2 2026.
  • Berman McAleer left its Invesco S&P SmallCap Low Volatility ETF share count unchanged in Q2 2026.
  • Invesco S&P SmallCap Low Volatility ETF made up 0.03% of Berman McAleer's portfolio in Q2 2026, its #151 holding.
  • Berman McAleer first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q3 2025 and has held it in 4 quarters since.
  • 18 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q2 2026.

Based on Berman McAleer's 13F filing for Q2 2026, filed 16 Jul 2026.