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

Future Financial 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
2025 Q4	–	Sell	-228	Closed	-$10.6K	–	450
2025 Q3	$10.6K	Hold	228	–	–	0.01%	376
2025 Q2	$10.4K	Hold	228	–	–	0.01%	366
2025 Q1	$10.5K	Hold	228	–	–	0.01%	364
2024 Q4	$10.8K	Hold	228	–	–	0.01%	364
2024 Q3	$11K	Buy	+228	New	+$10.6K	0.01%	380
2024 Q2	–	Sell	-228	Closed	-$10.1K	–	484
2024 Q1	$10.1K	Buy	+228	New	+$9.86K	0.01%	401
2022 Q2	–	Sell	-228	Closed	-$11K	–	499
2022 Q1	$11K	Hold	228	–	–	0.01%	421
2021 Q4	$12K	Buy	+228	New	+$11.4K	0.01%	419

Other funds holding XSLV

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EBWM

Eagle Bluffs Wealth Management Columbia, Missouri $257M AUM 30.19% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Future Financial Wealth Management's XSLV Position: Q4 2025 in Review

Future Financial Wealth Management sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q4 2025, closing a stake of 228 shares — an estimated $10.6K sold.

Future Financial Wealth Management first reported a position in XSLV in Q4 2021 and held it in 8 quarters. The position peaked at $12K in Q4 2021. 107 funds tracked by Wall St. Rank hold XSLV as of Q4 2025.

Future Financial Wealth Management reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 228 Invesco S&P SmallCap Low Volatility ETF shares in Q4 2025, an estimated $10.6K.
Future Financial Wealth Management first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2021 and held it in 8 quarters.
Future Financial Wealth Management's Invesco S&P SmallCap Low Volatility ETF position peaked at $12K in Q4 2021.
107 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.