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

DHJJ Financial 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	$1.89K	Hold	36	–	–	﹤0.01%	755
2026 Q1	$1.7K	Hold	36	–	–	﹤0.01%	756
2025 Q4	$1.67K	Hold	36	–	–	﹤0.01%	727
2025 Q3	$1.67K	Hold	36	–	–	﹤0.01%	704
2025 Q2	$1.64K	Hold	36	–	–	﹤0.01%	694
2025 Q1	$1.66K	Hold	36	–	–	﹤0.01%	649
2024 Q4	$1.7K	Hold	36	–	–	﹤0.01%	618
2024 Q3	$1.73K	Hold	36	–	–	﹤0.01%	603
2024 Q2	$1.57K	Hold	36	–	–	﹤0.01%	567
2024 Q1	$1.59K	Hold	36	–	–	﹤0.01%	558
2023 Q4	$1.59K	Buy	36 +20	+125%	+$814	﹤0.01%	554
2023 Q3	$632	Buy	+16	New	+$658	﹤0.01%	599

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

DHJJ Financial Advisors's XSLV Position: Q2 2026 in Review

DHJJ Financial Advisors held its Invesco S&P SmallCap Low Volatility ETF (XSLV) position steady in Q2 2026 at 36 shares worth $1.89K. The position accounts for ﹤0.01% of the portfolio, ranked #755.

DHJJ Financial Advisors first reported a position in XSLV in Q3 2023 and has held it in 12 quarters since. 99 funds tracked by Wall St. Rank hold XSLV as of Q2 2026.

DHJJ Financial Advisors held 36 shares of Invesco S&P SmallCap Low Volatility ETF worth $1.89K as of Q2 2026.
DHJJ Financial Advisors 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 DHJJ Financial Advisors's portfolio in Q2 2026, its #755 holding.
DHJJ Financial Advisors first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q3 2023 and has held it in 12 quarters since.
99 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.