CX Institutional
XSLV icon

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
Q3 		$7.5M Buy
153,311
+152,988
+47,365% +$8.04M 0.2% 115
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 		$9.8M Buy
193,068
+897
+0.5% +$44.9K 1.71% 15
2019
Q3 		$9.4M 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

Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SWM
Sculati Wealth Management Bloomfield Hills, Michigan $306M AUM 11.97% 1-Year Est. Return
Eagle Strategies
Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return
Baldwin Wealth Partners
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
Berman McAleer
Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LWM
Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return

CX Institutional's XSLV Position: Q3 2026 in Review

CX Institutional increased its Invesco S&P SmallCap Low Volatility ETF (XSLV) stake by 47,365% in Q3 2026, buying an estimated $8.04M and bringing the position to 153,311 shares worth $7.5M. The position accounts for 0.2% of the portfolio, ranked #115.

CX Institutional first reported a position in XSLV in Q2 2018 and has held it in 21 quarters since. The position peaked at $13.1M in Q1 2019. 14 funds tracked by Wall St. Rank hold XSLV as of Q3 2026.

  • CX Institutional held 153,311 shares of Invesco S&P SmallCap Low Volatility ETF worth $7.5M as of Q3 2026.
  • CX Institutional bought 152,988 Invesco S&P SmallCap Low Volatility ETF shares in Q3 2026, an estimated $8.04M.
  • Invesco S&P SmallCap Low Volatility ETF made up 0.2% of CX Institutional's portfolio in Q3 2026, its #115 holding.
  • CX Institutional first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q2 2018 and has held it in 21 quarters since.
  • CX Institutional's Invesco S&P SmallCap Low Volatility ETF position peaked at $13.1M in Q1 2019.
  • 14 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.