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

Eagle Bluffs 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	$5.44M	Buy	103,862 +5,990	+6%	+$299K	1.82%	16
2026 Q1	$4.62M	Buy	97,872 +4,688	+5%	+$226K	1.8%	16
2025 Q4	$4.32M	Buy	93,184 +3,748	+4%	+$173K	1.75%	17
2025 Q3	$4.14M	Buy	89,436 +2,819	+3%	+$131K	1.79%	16
2025 Q2	$3.95M	Buy	86,617 +850	+1%	+$38.3K	1.88%	15
2025 Q1	$3.96M	Buy	85,767 +1,664	+2%	+$78K	2.09%	10
2024 Q4	$3.97M	Buy	84,103 +4,989	+6%	+$244K	2.13%	10
2024 Q3	$3.81M	Buy	79,114 +1,768	+2%	+$82.4K	2.05%	13
2024 Q2	$3.38M	Buy	77,346 +2,941	+4%	+$127K	1.96%	14
2024 Q1	$3.29M	Buy	74,405 +1,031	+1%	+$44.6K	2.04%	12
2023 Q4	$3.24M	Buy	73,374 +1,419	+2%	+$57.8K	2.21%	12
2023 Q3	$2.84M	Buy	+71,955	New	+$2.96M	2.18%	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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Eagle Bluffs Wealth Management's XSLV Position: Q2 2026 in Review

Eagle Bluffs Wealth Management increased its Invesco S&P SmallCap Low Volatility ETF (XSLV) stake by 6.1% in Q2 2026, buying an estimated $299K and bringing the position to 103,862 shares worth $5.44M. The position accounts for 1.82% of the portfolio, ranked #16.

Eagle Bluffs Wealth Management 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.

Eagle Bluffs Wealth Management held 103,862 shares of Invesco S&P SmallCap Low Volatility ETF worth $5.44M as of Q2 2026.
Eagle Bluffs Wealth Management bought 5,990 Invesco S&P SmallCap Low Volatility ETF shares in Q2 2026, an estimated $299K.
Invesco S&P SmallCap Low Volatility ETF made up 1.82% of Eagle Bluffs Wealth Management's portfolio in Q2 2026, its #16 holding.
Eagle Bluffs Wealth Management 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 Eagle Bluffs Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.