Cedar Wealth Management’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Cedar Wealth Management’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 Q4	–	Sell	-167	Closed	-$7.73K	–	253
2025 Q3	$7.73K	Hold	167	–	–	﹤0.01%	180
2025 Q2	$7.61K	Hold	167	–	–	﹤0.01%	169
2025 Q1	$7.71K	Hold	167	–	–	﹤0.01%	149
2024 Q4	$7.89K	Hold	167	–	–	﹤0.01%	146
2024 Q3	$8.04K	Hold	167	–	–	﹤0.01%	222
2024 Q2	$7.29K	Hold	167	–	–	﹤0.01%	245
2024 Q1	$7.38K	Hold	167	–	–	﹤0.01%	268
2023 Q4	$7.37K	Hold	167	–	–	﹤0.01%	230
2023 Q3	$6.59K	Hold	167	–	–	﹤0.01%	240
2023 Q2	$6.65K	Hold	167	–	–	﹤0.01%	249
2023 Q1	$7.07K	Hold	167	–	–	﹤0.01%	240
2022 Q4	$7.46K	Hold	167	–	–	﹤0.01%	234
2022 Q3	$7K	Hold	167	–	–	﹤0.01%	269
2022 Q2	$7K	Hold	167	–	–	﹤0.01%	278
2022 Q1	$8K	Hold	167	–	–	﹤0.01%	303
2021 Q4	$9K	Hold	167	–	–	﹤0.01%	292
2021 Q3	$8K	Sell	167 -1,938	-92%	-$91.8K	﹤0.01%	237
2021 Q2	$99K	Hold	2,105	–	–	0.04%	137
2021 Q1	$97K	Buy	2,105 +8	+0.4%	+$355	0.05%	127
2020 Q4	$85K	Buy	2,097 +9	+0.4%	+$336	0.05%	117
2020 Q3	$69K	Buy	2,088 +12	+0.6%	+$413	0.04%	117
2020 Q2	$70K	Buy	2,076 +12	+0.6%	+$399	0.05%	115
2020 Q1	$68K	Buy	+2,064	New	+$94K	0.05%	114

Other funds holding XSLV

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cedar Wealth Management's XSLV Position: Q4 2025 in Review

Cedar Wealth Management sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q4 2025, closing a stake of 167 shares — an estimated $7.73K sold.

Cedar Wealth Management first reported a position in XSLV in Q1 2020 and held it in 23 quarters. The position peaked at $99K in Q2 2021. 107 funds tracked by Wall St. Rank hold XSLV as of Q4 2025.

Cedar Wealth Management reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q4 2025 after selling out during the quarter.
Cedar Wealth Management sold 167 Invesco S&P SmallCap Low Volatility ETF shares in Q4 2025, an estimated $7.73K.
Cedar Wealth Management first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q1 2020 and held it in 23 quarters.
Cedar Wealth Management's Invesco S&P SmallCap Low Volatility ETF position peaked at $99K in Q2 2021.
107 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q4 2025.

Based on Cedar Wealth Management's 13F filing for Q4 2025, filed 6 Feb 2026.