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

Institute for 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	$14K	Buy	+267	New	+$13.3K	﹤0.01%	1234
2020 Q1	–	Sell	-4,132	Closed	-$210K	–	692
2019 Q4	$210K	Buy	+4,132	New	+$207K	0.05%	414

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

Institute for Wealth Management's XSLV Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q2 2026: 267 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #1234 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in XSLV as recently as Q4 2019.

Institute for Wealth Management first reported a position in XSLV in Q4 2019 and has held it in 2 quarters since. The position peaked at $210K in Q4 2019. 98 funds tracked by Wall St. Rank hold XSLV as of Q2 2026.

Institute for Wealth Management held 267 shares of Invesco S&P SmallCap Low Volatility ETF worth $14K as of Q2 2026.
Invesco S&P SmallCap Low Volatility ETF was a new Institute for Wealth Management position in Q2 2026.
Invesco S&P SmallCap Low Volatility ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1234 holding.
Institute for Wealth Management first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2019 and has held it in 2 quarters since.
Institute for Wealth Management's Invesco S&P SmallCap Low Volatility ETF position peaked at $210K in Q4 2019.
98 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.