GRP
XSLV icon

Global Retirement Partners’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Global Retirement Partners’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 		$244K Buy
+4,646
New +$232K ﹤0.01% 1462
2025
Q4 		$214K Buy
4,605
+31
+0.7% +$1.43K ﹤0.01% 1437
2025
Q3 		$212K Buy
4,574
+34
+0.7% +$1.58K ﹤0.01% 1140
2025
Q2 		$207K Buy
+4,540
New +$204K 0.01% 1075
2024
Q4 		$213K Buy
4,507
+51
+1% +$2.49K 0.01% 923
2024
Q3 		$214K Buy
4,456
+23
+0.5% +$1.07K 0.01% 891
2024
Q2 		$194K Sell
4,433
-12
-0.3% -$519 0.01% 899
2024
Q1 		$197K Buy
4,445
+27
+0.6% +$1.17K 0.01% 798
2023
Q4 		$189K Buy
4,418
+1,023
+30% +$41.7K 0.01% 772
2023
Q3 		$132K Sell
3,395
-193
-5% -$7.93K 0.01% 830
2023
Q2 		$143K Buy
3,588
+43
+1% +$1.74K 0.01% 812
2023
Q1 		$140K Buy
3,545
+1,027
+41% +$46.6K 0.01% 802
2022
Q4 		$112K Buy
2,518
+9
+0.4% +$403 0.01% 772
2022
Q3 		$115K Buy
2,509
+1,806
+257% +$81.9K 0.01% 730
2022
Q2 		$31K Buy
703
+502
+250% +$23.1K ﹤0.01% 1181
2022
Q1 		$9K Buy
+201
New +$9.86K ﹤0.01% 1683

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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Global Retirement Partners's XSLV Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q2 2026: 4,646 shares worth $244K. The stake represents ﹤0.01% of the portfolio and ranks #1462 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in XSLV as recently as Q4 2025.

Global Retirement Partners first reported a position in XSLV in Q1 2022 and has held it in 16 quarters since. 98 funds tracked by Wall St. Rank hold XSLV as of Q2 2026.

  • Global Retirement Partners held 4,646 shares of Invesco S&P SmallCap Low Volatility ETF worth $244K as of Q2 2026.
  • Invesco S&P SmallCap Low Volatility ETF was a new Global Retirement Partners position in Q2 2026.
  • Invesco S&P SmallCap Low Volatility ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1462 holding.
  • Global Retirement Partners first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q1 2022 and has held it in 16 quarters since.
  • 98 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.