Darwin Wealth Management’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Darwin Wealth Management’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	$2.28K	Sell	43 -43	-50%	-$2.15K	﹤0.01%	516
2026 Q1	$4.08K	Hold	86	–	–	﹤0.01%	432
2025 Q4	$4K	Sell	86 -28	-25%	-$1.29K	﹤0.01%	466
2025 Q3	$5.31K	Sell	114 -7	-6%	-$325	﹤0.01%	425
2025 Q2	$5.52K	Sell	121 -111	-48%	-$5K	﹤0.01%	409
2025 Q1	$11K	Hold	232	–	–	﹤0.01%	368
2024 Q4	$11K	Hold	232	–	–	﹤0.01%	368
2024 Q3	$11.2K	Buy	+232	New	+$10.8K	﹤0.01%	374
2020 Q3	–	Sell	-6,759	Closed	-$228K	–	178
2020 Q2	$228K	Sell	6,759 -1,838	-21%	-$61K	0.06%	140
2020 Q1	$284K	Sell	8,597 -10,637	-55%	-$485K	0.09%	107
2019 Q4	$979K	Buy	19,234 +2,176	+13%	+$109K	0.26%	87
2019 Q3	$834K	Buy	17,058 +1,959	+13%	+$94.5K	0.25%	85
2019 Q2	$724K	Buy	15,099 +2,314	+18%	+$110K	0.22%	91
2019 Q1	$600K	Buy	+12,785	New	+$594K	0.2%	93

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

Darwin Wealth Management's XSLV Position: Q2 2026 in Review

Darwin Wealth Management reduced its Invesco S&P SmallCap Low Volatility ETF (XSLV) stake by 50% in Q2 2026, selling an estimated $2.15K and leaving 43 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #516.

Darwin Wealth Management first reported a position in XSLV in Q1 2019 and has held it in 14 quarters since. The position peaked at $979K in Q4 2019. 99 funds tracked by Wall St. Rank hold XSLV as of Q2 2026.

Darwin Wealth Management held 43 shares of Invesco S&P SmallCap Low Volatility ETF worth $2.28K as of Q2 2026.
Darwin Wealth Management sold 43 Invesco S&P SmallCap Low Volatility ETF shares in Q2 2026, an estimated $2.15K.
Invesco S&P SmallCap Low Volatility ETF made up ﹤0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #516 holding.
Darwin Wealth Management first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q1 2019 and has held it in 14 quarters since.
Darwin Wealth Management's Invesco S&P SmallCap Low Volatility ETF position peaked at $979K in Q4 2019.
99 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.