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
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

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

Global Retirement Partners's XSLV Position: Q4 2025 in Review

Global Retirement Partners increased its Invesco S&P SmallCap Low Volatility ETF (XSLV) stake by 0.68% in Q4 2025, buying an estimated $1.43K and bringing the position to 4,605 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #1437.

Global Retirement Partners first reported a position in XSLV in Q1 2022 and has held it in 15 quarters since. The position peaked at $214K in Q3 2024. 107 funds tracked by Wall St. Rank hold XSLV as of Q4 2025.

Global Retirement Partners held 4,605 shares of Invesco S&P SmallCap Low Volatility ETF worth $214K as of Q4 2025.
Global Retirement Partners bought 31 Invesco S&P SmallCap Low Volatility ETF shares in Q4 2025, an estimated $1.43K.
Invesco S&P SmallCap Low Volatility ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1437 holding.
Global Retirement Partners first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q1 2022 and has held it in 15 quarters since.
Global Retirement Partners's Invesco S&P SmallCap Low Volatility ETF position peaked at $214K in Q3 2024.
107 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.