Cambridge Investment Research Advisors
XSLV icon

Cambridge Investment Research Advisors’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Cambridge Investment Research Advisors’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
Q1 		$1.16M Sell
24,566
-639
-3% -$30.9K ﹤0.01% 2037
2025
Q4 		$1.17M Buy
25,205
+955
+4% +$44K ﹤0.01% 1979
2025
Q3 		$1.12M Buy
24,250
+12,377
+104% +$575K ﹤0.01% 1967
2025
Q2 		$541K Sell
11,873
-63
-0.5% -$2.84K ﹤0.01% 2468
2025
Q1 		$551K Sell
11,936
-24
-0.2% -$1.13K ﹤0.01% 2341
2024
Q4 		$565K Sell
11,960
-393
-3% -$19.2K ﹤0.01% 2328
2024
Q3 		$594K Sell
12,353
-883
-7% -$41.1K ﹤0.01% 2265
2024
Q2 		$578K Buy
13,236
+1,287
+11% +$55.7K ﹤0.01% 2179
2024
Q1 		$528K Sell
11,949
-1,746
-13% -$75.5K ﹤0.01% 2230
2023
Q4 		$605K Sell
13,695
-2,740
-17% -$112K ﹤0.01% 2038
2023
Q3 		$648K Sell
16,435
-2,274
-12% -$93.5K ﹤0.01% 1881
2023
Q2 		$745K Sell
18,709
-1,041
-5% -$42.1K ﹤0.01% 1827
2023
Q1 		$836K Sell
19,750
-37,346
-65% -$1.69M ﹤0.01% 1691
2022
Q4 		$2.55M Sell
57,096
-13,547
-19% -$606K 0.01% 950
2022
Q3 		$2.87M Buy
70,643
+1,175
+2% +$53.3K 0.02% 842
2022
Q2 		$3.09M Sell
69,468
-13,750
-17% -$632K 0.02% 831
2022
Q1 		$4.08M Sell
83,218
-12,880
-13% -$632K 0.02% 734
2021
Q4 		$5.01M Sell
96,098
-37,689
-28% -$1.89M 0.02% 646
2021
Q3 		$6.3M Buy
133,787
+35,443
+36% +$1.68M 0.03% 513
2021
Q2 		$4.61M Sell
98,344
-45,413
-32% -$2.13M 0.02% 662
2021
Q1 		$6.6M Sell
143,757
-856
-0.6% -$38K 0.04% 471
2020
Q4 		$5.89M Sell
144,613
-20,826
-13% -$777K 0.03% 463
2020
Q3 		$5.49M Sell
165,439
-20,338
-11% -$700K 0.04% 434
2020
Q2 		$6.29M Sell
185,777
-412,336
-69% -$13.7M 0.05% 370
2020
Q1 		$19.8M Sell
598,113
-129,195
-18% -$5.89M 0.19% 114
2019
Q4 		$37M Buy
727,308
+30,392
+4% +$1.52M 0.29% 71
2019
Q3 		$34.1M Buy
696,916
+12,987
+2% +$626K 0.3% 66
2019
Q2 		$32.8M Buy
683,929
+24,373
+4% +$1.16M 0.3% 65
2019
Q1 		$31M Buy
659,556
+44,232
+7% +$2.05M 0.3% 63
2018
Q4 		$26.2M Buy
615,324
+66,908
+12% +$3.09M 0.29% 70
2018
Q3 		$27.1M Buy
548,416
+17,405
+3% +$871K 0.26% 77
2018
Q2 		$25.7M Buy
531,011
+24,617
+5% +$1.16M 0.27% 76
2018
Q1 		$22.8M Buy
506,394
+66,622
+15% +$3.02M 0.26% 83
2017
Q4 		$20.3M Buy
439,772
+319,637
+266% +$14.9M 0.24% 89
2017
Q3 		$5.52M Buy
120,135
+7,938
+7% +$347K 0.07% 261
2017
Q2 		$4.89M Buy
112,197
+11,043
+11% +$478K 0.07% 258
2017
Q1 		$4.33M Buy
101,154
+60,430
+148% +$2.59M 0.07% 253
2016
Q4 		$1.77M Buy
40,724
+10,265
+34% +$415K 0.03% 471
2016
Q3 		$1.18M Buy
30,459
+11,566
+61% +$444K 0.02% 611
2016
Q2 		$699K Buy
18,893
+1,134
+6% +$40.5K 0.01% 781
2016
Q1 		$622K Buy
17,759
+5,660
+47% +$187K 0.01% 779
2015
Q4 		$408K Buy
+12,099
New +$413K 0.01% 958

Other funds holding XSLV

ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
Bank of America
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $257M AUM 30.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cambridge Investment Research Advisors's XSLV Position: Q1 2026 in Review

Cambridge Investment Research Advisors reduced its Invesco S&P SmallCap Low Volatility ETF (XSLV) stake by 2.5% in Q1 2026, selling an estimated $30.9K and leaving 24,566 shares worth $1.16M. The position accounts for ﹤0.01% of the portfolio, ranked #2037.

Cambridge Investment Research Advisors first reported a position in XSLV in Q4 2015 and has held it in 42 quarters since. The position peaked at $37M in Q4 2019. 98 funds tracked by Wall St. Rank hold XSLV as of Q1 2026.

  • Cambridge Investment Research Advisors held 24,566 shares of Invesco S&P SmallCap Low Volatility ETF worth $1.16M as of Q1 2026.
  • Cambridge Investment Research Advisors sold 639 Invesco S&P SmallCap Low Volatility ETF shares in Q1 2026, an estimated $30.9K.
  • Invesco S&P SmallCap Low Volatility ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #2037 holding.
  • Cambridge Investment Research Advisors first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2015 and has held it in 42 quarters since.
  • Cambridge Investment Research Advisors's Invesco S&P SmallCap Low Volatility ETF position peaked at $37M in Q4 2019.
  • 98 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.