CX Institutional’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

CX Institutional’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	$17K	Hold	323	–	–	﹤0.01%	1212
2026 Q1	$15K	Buy	323 +2	+0.6%	+$97	﹤0.01%	1201
2025 Q4	$15K	Buy	321 +3	+0.9%	+$138	﹤0.01%	1145
2025 Q3	$15K	Buy	318 +2	+0.6%	+$93	﹤0.01%	1144
2025 Q2	$14K	Hold	316	–	–	﹤0.01%	1008
2025 Q1	$15K	Buy	+316	New	+$14.8K	﹤0.01%	978
2021 Q4	–	Sell	-37	Closed	-$2K	–	920
2021 Q3	$2K	Sell	37 -631	-94%	-$29.9K	﹤0.01%	923
2021 Q2	$31K	Hold	668	–	–	﹤0.01%	659
2021 Q1	$31K	Hold	668	–	–	﹤0.01%	592
2020 Q4	$28K	Sell	668 -2,933	-81%	-$109K	﹤0.01%	553
2020 Q3	$120K	Sell	3,601 -1,006	-22%	-$34.6K	0.01%	296
2020 Q2	$156K	Sell	4,607 -2,557	-36%	-$84.9K	0.02%	255
2020 Q1	$237K	Sell	7,164 -185,904	-96%	-$8.47M	0.04%	220
2019 Q4	$9.82M	Buy	193,068 +897	+0.5%	+$44.9K	1.71%	15
2019 Q3	$9.39M	Sell	192,171 -77,199	-29%	-$3.72M	1.52%	18
2019 Q2	$12.9M	Sell	269,370 -10,192	-4%	-$486K	2.05%	10
2019 Q1	$13.1M	Buy	279,562 +115,363	+70%	+$5.36M	2.31%	4
2018 Q4	$7M	Buy	164,199 +42,458	+35%	+$1.96M	1.48%	21
2018 Q3	$6.02M	Buy	121,741 +3,878	+3%	+$194K	1.99%	12
2018 Q2	$5.7M	Buy	+117,863	New	+$5.54M	2.1%	11

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

CX Institutional's XSLV Position: Q2 2026 in Review

CX Institutional held its Invesco S&P SmallCap Low Volatility ETF (XSLV) position steady in Q2 2026 at 323 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #1212.

CX Institutional first reported a position in XSLV in Q2 2018 and has held it in 20 quarters since. The position peaked at $13.1M in Q1 2019. 19 funds tracked by Wall St. Rank hold XSLV as of Q2 2026.

CX Institutional held 323 shares of Invesco S&P SmallCap Low Volatility ETF worth $17K as of Q2 2026.
CX Institutional left its Invesco S&P SmallCap Low Volatility ETF share count unchanged in Q2 2026.
Invesco S&P SmallCap Low Volatility ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1212 holding.
CX Institutional first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q2 2018 and has held it in 20 quarters since.
CX Institutional's Invesco S&P SmallCap Low Volatility ETF position peaked at $13.1M in Q1 2019.
19 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.