JIP
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Jaffetilchin Investment Partners’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Jaffetilchin Investment Partners’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 		$224K Buy
4,743
+31
+0.7% +$1.5K 0.01% 427
2025
Q4 		$219K Buy
4,712
+30
+0.6% +$1.38K 0.01% 433
2025
Q3 		$217K Buy
4,682
+36
+0.8% +$1.67K 0.01% 411
2025
Q2 		$212K Buy
4,646
+31
+0.7% +$1.4K 0.01% 402
2025
Q1 		$213K Buy
4,615
+2
+0% +$94 0.02% 384
2024
Q4 		$218K Buy
4,613
+53
+1% +$2.59K 0.02% 362
2024
Q3 		$219K Buy
+4,560
New +$212K 0.02% 342
2022
Q1 		– Sell
-4,266
Closed -$222K – 391
2021
Q4 		$222K Buy
4,266
+13
+0.3% +$651 0.02% 316
2021
Q3 		$200K Buy
+4,253
New +$202K 0.02% 343
2020
Q2 		– Sell
-8,419
Closed -$279K – 246
2020
Q1 		$279K Buy
8,419
+115
+1% +$5.24K 0.1% 127
2019
Q4 		$423K Buy
8,304
+2,191
+36% +$110K 0.09% 137
2019
Q3 		$299K Sell
6,113
-1,356
-18% -$65.4K 0.07% 168
2019
Q2 		$358K Sell
7,469
-810
-10% -$38.6K 0.08% 173
2019
Q1 		$389K Buy
8,279
+830
+11% +$38.5K 0.09% 182
2018
Q4 		$318K Buy
+7,449
New +$344K 0.08% 175
2018
Q3 		– Sell
-11,703
Closed -$566K – 342
2018
Q2 		$566K Sell
11,703
-1,001
-8% -$47.1K 0.13% 145
2018
Q1 		$572K Buy
+12,704
New +$576K 0.13% 140
2017
Q4 		– Sell
-14,565
Closed -$669K – 309
2017
Q3 		$669K Buy
+14,565
New +$637K 0.16% 114
2017
Q2 		– Sell
-12,203
Closed -$523K – 304
2017
Q1 		$523K Buy
+12,203
New +$522K 0.13% 131

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

Jaffetilchin Investment Partners's XSLV Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its Invesco S&P SmallCap Low Volatility ETF (XSLV) stake by 0.66% in Q1 2026, buying an estimated $1.5K and bringing the position to 4,743 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #427.

Jaffetilchin Investment Partners first reported a position in XSLV in Q1 2017 and has held it in 19 quarters since. The position peaked at $669K in Q3 2017. 98 funds tracked by Wall St. Rank hold XSLV as of Q1 2026.

  • Jaffetilchin Investment Partners held 4,743 shares of Invesco S&P SmallCap Low Volatility ETF worth $224K as of Q1 2026.
  • Jaffetilchin Investment Partners bought 31 Invesco S&P SmallCap Low Volatility ETF shares in Q1 2026, an estimated $1.5K.
  • Invesco S&P SmallCap Low Volatility ETF made up 0.01% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #427 holding.
  • Jaffetilchin Investment Partners first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q1 2017 and has held it in 19 quarters since.
  • Jaffetilchin Investment Partners's Invesco S&P SmallCap Low Volatility ETF position peaked at $669K in Q3 2017.
  • 98 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.