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Harvest Investment Services’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Harvest Investment Services’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
Q1 		$217K Sell
4,588
-108
-2% -$5.21K 0.04% 321
2025
Q4 		$218K Buy
+4,696
New +$217K 0.04% 298
2025
Q1 		– Sell
-4,527
Closed -$214K – 364
2024
Q4 		$214K Buy
4,527
+49
+1% +$2.39K 0.05% 257
2024
Q3 		$215K Sell
4,478
-381
-8% -$17.7K 0.07% 207
2024
Q2 		$212K Sell
4,859
-1,377
-22% -$59.6K 0.08% 174
2024
Q1 		$276K Sell
6,236
-17
-0.3% -$735 0.11% 143
2023
Q4 		$276K Sell
6,253
-250
-4% -$10.2K 0.13% 154
2023
Q3 		$256K Buy
6,503
+268
+4% +$11K 0.17% 122
2023
Q2 		$248K Sell
6,235
-1,429
-19% -$57.7K 0.14% 143
2023
Q1 		$325K Sell
7,664
-540
-7% -$24.5K 0.25% 86
2022
Q4 		$366K Buy
8,204
+1,025
+14% +$45.9K 0.39% 77
2022
Q3 		$291K Sell
7,179
-669
-9% -$30.4K 0.36% 87
2022
Q2 		$349K Sell
7,848
-81
-1% -$3.72K 0.27% 87
2022
Q1 		$388K Sell
7,929
-103
-1% -$5.05K 0.23% 119
2021
Q4 		$418K Sell
8,032
-377
-4% -$18.9K 0.18% 158
2021
Q3 		$396K Sell
8,409
-183
-2% -$8.67K 0.16% 178
2021
Q2 		$402K Sell
8,592
-1,234
-13% -$57.9K 0.17% 166
2021
Q1 		$450K Sell
9,826
-588
-6% -$26.1K 0.2% 139
2020
Q4 		$424K Sell
10,414
-2,314
-18% -$86.3K 0.22% 121
2020
Q3 		$422K Sell
12,728
-1,170
-8% -$40.2K 0.24% 103
2020
Q2 		$470K Buy
13,898
+3,615
+35% +$120K 0.28% 93
2020
Q1 		$340K Sell
10,283
-16,212
-61% -$739K 0.45% 61
2019
Q4 		$1.35M Buy
26,495
+16,779
+173% +$839K 0.72% 33
2019
Q3 		$468K Buy
+9,716
New +$469K 0.23% 75

Other funds holding XSLV

ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $257M AUM 30.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Harvest Investment Services's XSLV Position: Q1 2026 in Review

Harvest Investment Services reduced its Invesco S&P SmallCap Low Volatility ETF (XSLV) stake by 2.3% in Q1 2026, selling an estimated $5.21K and leaving 4,588 shares worth $217K. The position accounts for 0.04% of the portfolio, ranked #321.

Harvest Investment Services first reported a position in XSLV in Q3 2019 and has held it in 24 quarters since. The position peaked at $1.35M in Q4 2019. 98 funds tracked by Wall St. Rank hold XSLV as of Q1 2026.

  • Harvest Investment Services held 4,588 shares of Invesco S&P SmallCap Low Volatility ETF worth $217K as of Q1 2026.
  • Harvest Investment Services sold 108 Invesco S&P SmallCap Low Volatility ETF shares in Q1 2026, an estimated $5.21K.
  • Invesco S&P SmallCap Low Volatility ETF made up 0.04% of Harvest Investment Services's portfolio in Q1 2026, its #321 holding.
  • Harvest Investment Services first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q3 2019 and has held it in 24 quarters since.
  • Harvest Investment Services's Invesco S&P SmallCap Low Volatility ETF position peaked at $1.35M in Q4 2019.
  • 98 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q1 2026.

Based on Harvest Investment Services's 13F filing for Q1 2026, filed 15 May 2026.