Creative Planning’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Creative Planning’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	$303K	Sell	5,774 -23	-0.4%	-$1.15K	﹤0.01%	3554
2026 Q1	$274K	Buy	+5,797	New	+$280K	﹤0.01%	3488
2023 Q4	–	Sell	-306	Closed	-$12.1K	–	3109
2023 Q3	$12.1K	Buy	+306	New	+$12.6K	﹤0.01%	2635
2022 Q2	–	Sell	-306	Closed	-$15K	–	2565
2022 Q1	$15K	Sell	306 -3,564	-92%	-$175K	﹤0.01%	2169
2021 Q4	$202K	Buy	+3,870	New	+$194K	﹤0.01%	1866
2020 Q2	–	Sell	-20,931	Closed	-$694K	–	2153
2020 Q1	$694K	Sell	20,931 -469	-2%	-$21.4K	﹤0.01%	794
2019 Q4	$1.09M	Sell	21,400 -168	-0.8%	-$8.4K	﹤0.01%	751
2019 Q3	$1.05M	Sell	21,568 -150	-0.7%	-$7.23K	﹤0.01%	730
2019 Q2	$1.04M	Buy	+21,718	New	+$1.04M	﹤0.01%	747
2017 Q3	–	Sell	-1,270	Closed	-$55K	–	3757
2017 Q2	$55K	Buy	+1,270	New	+$54.9K	﹤0.01%	2453
2016 Q3	–	Sell	-360	Closed	-$13K	–	4756
2016 Q2	$13K	Hold	360	–	–	﹤0.01%	3093
2016 Q1	$13K	Hold	360	–	–	﹤0.01%	3067
2015 Q4	$12K	Hold	360	–	–	﹤0.01%	3200
2015 Q3	$12K	Buy	+360	New	+$11.9K	﹤0.01%	3095
2015 Q2	–	Sell	-360	Closed	-$12K	–	3070
2015 Q1	$12K	Buy	+360	New	+$12.1K	﹤0.01%	3094
2014 Q4	–	Sell	-100	Closed	-$3K	–	4377
2014 Q3	$3K	Hold	100	–	–	﹤0.01%	3550
2014 Q2	$3K	Sell	100 -1,000	-91%	-$31.2K	﹤0.01%	3428
2014 Q1	$35K	Hold	1,100	–	–	﹤0.01%	2037
2013 Q4	$34K	Hold	1,100	–	–	﹤0.01%	1864
2013 Q3	$31K	Buy	+1,100	New	+$31.2K	﹤0.01%	1832

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning's XSLV Position: Q2 2026 in Review

Creative Planning reduced its Invesco S&P SmallCap Low Volatility ETF (XSLV) stake by 0.4% in Q2 2026, selling an estimated $1.15K and leaving 5,774 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #3554.

Creative Planning first reported a position in XSLV in Q3 2013 and has held it in 20 quarters since. The position peaked at $1.09M in Q4 2019. 99 funds tracked by Wall St. Rank hold XSLV as of Q2 2026.

Creative Planning held 5,774 shares of Invesco S&P SmallCap Low Volatility ETF worth $303K as of Q2 2026.
Creative Planning sold 23 Invesco S&P SmallCap Low Volatility ETF shares in Q2 2026, an estimated $1.15K.
Invesco S&P SmallCap Low Volatility ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3554 holding.
Creative Planning first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q3 2013 and has held it in 20 quarters since.
Creative Planning's Invesco S&P SmallCap Low Volatility ETF position peaked at $1.09M in Q4 2019.
99 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.