Farther Finance Advisors’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Farther Finance 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	$72.6K	Sell	1,386 -1	-0.1%	-$50	﹤0.01%	2951
2026 Q1	$65.8K	Buy	1,387 +233	+20%	+$11.3K	﹤0.01%	2808
2025 Q4	$53.5K	Sell	1,154 -369	-24%	-$17K	﹤0.01%	2767
2025 Q3	$70.5K	Sell	1,523 -20	-1%	-$929	﹤0.01%	2255
2025 Q2	$70.3K	Buy	1,543 +22	+1%	+$991	﹤0.01%	1955
2025 Q1	$70.6K	Buy	1,521 +1,462	+2,478%	+$68.5K	﹤0.01%	1702
2024 Q4	$2.79K	Hold	59	–	–	﹤0.01%	2884
2024 Q3	$2.84K	Hold	59	–	–	﹤0.01%	2864
2024 Q2	$2.56K	Hold	59	–	–	﹤0.01%	2693
2024 Q1	$2.57K	Hold	59	–	–	﹤0.01%	2382
2023 Q4	$2.6K	Hold	59	–	–	﹤0.01%	2316
2023 Q3	$2.33K	Hold	59	–	–	﹤0.01%	1801
2023 Q2	$2.35K	Hold	59	–	–	﹤0.01%	1696
2023 Q1	$2.5K	Buy	+59	New	+$2.67K	﹤0.01%	1562

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

Farther Finance Advisors's XSLV Position: Q2 2026 in Review

Farther Finance Advisors reduced its Invesco S&P SmallCap Low Volatility ETF (XSLV) stake by 0.07% in Q2 2026, selling an estimated $50 and leaving 1,386 shares worth $72.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2951.

Farther Finance Advisors first reported a position in XSLV in Q1 2023 and has held it in 14 quarters since. 99 funds tracked by Wall St. Rank hold XSLV as of Q2 2026.

Farther Finance Advisors held 1,386 shares of Invesco S&P SmallCap Low Volatility ETF worth $72.6K as of Q2 2026.
Farther Finance Advisors sold 1 Invesco S&P SmallCap Low Volatility ETF share in Q2 2026, an estimated $50.
Invesco S&P SmallCap Low Volatility ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2951 holding.
Farther Finance Advisors first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q1 2023 and has held it in 14 quarters since.
99 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.