HWA
XSLV icon

Heritage Wealth Advisors’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Heritage Wealth Advisors’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 		$3.58K Hold
68
– – ﹤0.01% 595
2026
Q1 		$3.22K Buy
+68
New +$3.28K ﹤0.01% 592

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

Heritage Wealth Advisors's XSLV Position: Q2 2026 in Review

Heritage Wealth Advisors held its Invesco S&P SmallCap Low Volatility ETF (XSLV) position steady in Q2 2026 at 68 shares worth $3.58K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

Heritage Wealth Advisors first reported a position in XSLV in Q1 2026 and has held it in 2 quarters since. 99 funds tracked by Wall St. Rank hold XSLV as of Q2 2026.

  • Heritage Wealth Advisors held 68 shares of Invesco S&P SmallCap Low Volatility ETF worth $3.58K as of Q2 2026.
  • Heritage Wealth Advisors left its Invesco S&P SmallCap Low Volatility ETF share count unchanged in Q2 2026.
  • Invesco S&P SmallCap Low Volatility ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #595 holding.
  • Heritage Wealth Advisors first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q1 2026 and has held it in 2 quarters since.
  • 99 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.