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

IMG 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	$43.6K	Hold	832	–	–	0.02%	194
2026 Q1	$39.3K	Hold	832	–	–	0.03%	188
2025 Q4	$38.6K	Hold	832	–	–	0.02%	182
2025 Q3	$38.5K	Hold	832	–	–	0.03%	163
2025 Q2	$37.9K	Hold	832	–	–	0.03%	162
2025 Q1	$38.4K	Sell	832 -206	-20%	-$9.66K	0.03%	160
2024 Q4	$49K	Buy	+1,038	New	+$50.7K	0.05%	139

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

IMG Wealth Management's XSLV Position: Q2 2026 in Review

IMG Wealth Management held its Invesco S&P SmallCap Low Volatility ETF (XSLV) position steady in Q2 2026 at 832 shares worth $43.6K. The position accounts for 0.02% of the portfolio, ranked #194.

IMG Wealth Management first reported a position in XSLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $49K in Q4 2024. 99 funds tracked by Wall St. Rank hold XSLV as of Q2 2026.

IMG Wealth Management held 832 shares of Invesco S&P SmallCap Low Volatility ETF worth $43.6K as of Q2 2026.
IMG Wealth Management left its Invesco S&P SmallCap Low Volatility ETF share count unchanged in Q2 2026.
Invesco S&P SmallCap Low Volatility ETF made up 0.02% of IMG Wealth Management's portfolio in Q2 2026, its #194 holding.
IMG Wealth Management first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2024 and has held it in 7 quarters since.
IMG Wealth Management's Invesco S&P SmallCap Low Volatility ETF position peaked at $49K in Q4 2024.
99 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.