Cetera Investment Advisers
XSLV icon

Cetera Investment Advisers’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Cetera Investment Advisers’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 		$3.25M Buy
61,996
+2,825
+5% +$141K ﹤0.01% 1957
2026
Q1 		$2.79M Buy
59,171
+2,010
+4% +$97.1K ﹤0.01% 1969
2025
Q4 		$2.65M Buy
57,161
+3,577
+7% +$165K ﹤0.01% 1969
2025
Q3 		$2.48M Buy
53,584
+18,200
+51% +$845K ﹤0.01% 1991
2025
Q2 		$1.61M Buy
35,384
+664
+2% +$29.9K ﹤0.01% 2011
2025
Q1 		$1.6M Sell
34,720
-1,983
-5% -$93K ﹤0.01% 1912
2024
Q4 		$1.73M Buy
36,703
+1,888
+5% +$92.2K ﹤0.01% 1756
2024
Q3 		$1.68M Sell
34,815
-730
-2% -$34K ﹤0.01% 1754
2024
Q2 		$1.55M Sell
35,545
-795
-2% -$34.4K ﹤0.01% 1764
2024
Q1 		$1.61M Buy
36,340
+29,411
+424% +$1.27M ﹤0.01% 1720
2023
Q4 		$306K Sell
6,929
-255
-4% -$10.4K ﹤0.01% 1775
2023
Q3 		$283K Sell
7,184
-203
-3% -$8.34K ﹤0.01% 1767
2023
Q2 		$294K Sell
7,387
-15,900
-68% -$642K ﹤0.01% 1764
2023
Q1 		$986K Buy
23,287
+4,669
+25% +$212K 0.01% 1044
2022
Q4 		$831K Buy
18,618
+11,226
+152% +$502K 0.01% 1081
2022
Q3 		$300K Buy
7,392
+411
+6% +$18.6K 0.01% 1268
2022
Q2 		$311K Sell
6,981
-2,280
-25% -$105K ﹤0.01% 1397
2022
Q1 		$454K Buy
9,261
+158
+2% +$7.75K 0.01% 1223
2021
Q4 		$474K Buy
9,103
+514
+6% +$25.8K 0.01% 1213
2021
Q3 		$405K Sell
8,589
-212
-2% -$10K 0.01% 1260
2021
Q2 		$413K Buy
8,801
+762
+9% +$35.7K 0.01% 1230
2021
Q1 		$369K Sell
8,039
-354
-4% -$15.7K 0.01% 1148
2020
Q4 		$342K Buy
+8,393
New +$313K 0.01% 1165

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $299M AUM 41.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers's XSLV Position: Q2 2026 in Review

Cetera Investment Advisers increased its Invesco S&P SmallCap Low Volatility ETF (XSLV) stake by 4.8% in Q2 2026, buying an estimated $141K and bringing the position to 61,996 shares worth $3.25M. The position accounts for ﹤0.01% of the portfolio, ranked #1957.

Cetera Investment Advisers first reported a position in XSLV in Q4 2020 and has held it in 23 quarters since. 99 funds tracked by Wall St. Rank hold XSLV as of Q2 2026.

  • Cetera Investment Advisers held 61,996 shares of Invesco S&P SmallCap Low Volatility ETF worth $3.25M as of Q2 2026.
  • Cetera Investment Advisers bought 2,825 Invesco S&P SmallCap Low Volatility ETF shares in Q2 2026, an estimated $141K.
  • Invesco S&P SmallCap Low Volatility ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1957 holding.
  • Cetera Investment Advisers first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2020 and has held it in 23 quarters since.
  • 99 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.