EWM
XRLV

EPG Wealth Management’s Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF XRLV Stock Holding History

EPG Wealth Management’s Portfolio XRLV Stock Details XRLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-62
Closed -$3.52K – 424
2025
Q1 		$3.52K Hold
62
– – ﹤0.01% 401
2024
Q4 		$3.28K Hold
62
– – ﹤0.01% 409
2024
Q3 		$3.34K Buy
+62
New +$3.22K ﹤0.01% 404
2024
Q2 		– Hold
0
– – – 426

Other funds holding XRLV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
MWM
MGB Wealth Management Addison, Texas $350M AUM 42.75% 1-Year Est. Return
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

EPG Wealth Management's XRLV Position: Q2 2025 in Review

EPG Wealth Management sold out of Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (XRLV) in Q2 2025, closing a stake of 62 shares — an estimated $3.52K sold.

EPG Wealth Management first reported a position in XRLV in Q3 2024 and held it in 3 quarters. The position peaked at $3.52K in Q1 2025. 31 funds tracked by Wall St. Rank hold XRLV as of Q2 2025.

  • EPG Wealth Management reported no remaining Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF position as of Q2 2025 after selling out during the quarter.
  • EPG Wealth Management sold 62 Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF shares in Q2 2025, an estimated $3.52K.
  • EPG Wealth Management first reported a position in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in Q3 2024 and held it in 3 quarters.
  • EPG Wealth Management's Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF position peaked at $3.52K in Q1 2025.
  • 31 funds tracked by Wall St. Rank held Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF as of Q2 2025.

Based on EPG Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.