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

Golden State 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
2026 Q2	$9.12K	Sell	174 -8	-4%	-$399	﹤0.01%	1136
2026 Q1	$8.59K	Sell	182 -4	-2%	-$193	﹤0.01%	1119
2025 Q4	$8.63K	Buy	186 +7	+4%	+$323	﹤0.01%	1142
2025 Q3	$8.29K	Sell	179 -1	-0.6%	-$46	﹤0.01%	1147
2025 Q2	$8.2K	Sell	180 -46	-20%	-$2.07K	﹤0.01%	1123
2025 Q1	$10.4K	Sell	226 -81	-26%	-$3.8K	﹤0.01%	993
2024 Q4	$14.5K	Buy	+307	New	+$15K	﹤0.01%	854
2020 Q3	–	Sell	-21,042	Closed	-$710K	–	494
2020 Q2	$710K	Buy	+21,042	New	+$699K	0.18%	99
2019 Q4	–	Sell	-1,101	Closed	-$54K	–	996
2019 Q3	$54K	Sell	1,101 -513	-32%	-$24.7K	0.02%	413
2019 Q2	$77K	Sell	1,614 -130	-7%	-$6.2K	0.02%	375
2019 Q1	$82K	Buy	+1,744	New	+$81K	0.03%	355

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

Golden State Wealth Management's XSLV Position: Q2 2026 in Review

Golden State Wealth Management reduced its Invesco S&P SmallCap Low Volatility ETF (XSLV) stake by 4.4% in Q2 2026, selling an estimated $399 and leaving 174 shares worth $9.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1136.

Golden State Wealth Management first reported a position in XSLV in Q1 2019 and has held it in 11 quarters since. The position peaked at $710K in Q2 2020. 99 funds tracked by Wall St. Rank hold XSLV as of Q2 2026.

Golden State Wealth Management held 174 shares of Invesco S&P SmallCap Low Volatility ETF worth $9.12K as of Q2 2026.
Golden State Wealth Management sold 8 Invesco S&P SmallCap Low Volatility ETF shares in Q2 2026, an estimated $399.
Invesco S&P SmallCap Low Volatility ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1136 holding.
Golden State Wealth Management first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's Invesco S&P SmallCap Low Volatility ETF position peaked at $710K in Q2 2020.
99 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.