CoreCap Advisors’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

CoreCap 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 Q2	$7.6K	Buy	+145	New	+$7.24K	﹤0.01%	2168
2024 Q3	–	Sell	-373	Closed	-$16.3K	–	2754
2024 Q2	$16.3K	Hold	373	–	–	﹤0.01%	959
2024 Q1	$16.5K	Buy	+373	New	+$16.1K	﹤0.01%	1568
2022 Q4	$16.7K	Buy	+373	New	+$16.7K	﹤0.01%	1365
2022 Q3	–	Sell	-440	Closed	-$20K	–	2141
2022 Q2	$20K	Buy	+440	New	+$20.2K	﹤0.01%	1245
2022 Q1	–	Sell	-443	Closed	-$23K	–	2139
2021 Q4	$23K	Buy	+443	New	+$22.2K	﹤0.01%	1295

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 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

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

CoreCap Advisors's XSLV Position: Q2 2026 in Review

CoreCap Advisors opened a new position in Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q2 2026: 145 shares worth $7.6K. The stake represents ﹤0.01% of the portfolio and ranks #2168 among its holdings. This is a return to the name: CoreCap Advisors previously reported a position in XSLV as recently as Q2 2024.

CoreCap Advisors first reported a position in XSLV in Q4 2021 and has held it in 6 quarters since. The position peaked at $23K in Q4 2021. 18 funds tracked by Wall St. Rank hold XSLV as of Q2 2026.

CoreCap Advisors held 145 shares of Invesco S&P SmallCap Low Volatility ETF worth $7.6K as of Q2 2026.
Invesco S&P SmallCap Low Volatility ETF was a new CoreCap Advisors position in Q2 2026.
Invesco S&P SmallCap Low Volatility ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2168 holding.
CoreCap Advisors first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2021 and has held it in 6 quarters since.
CoreCap Advisors's Invesco S&P SmallCap Low Volatility ETF position peaked at $23K in Q4 2021.
18 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.