Janney Montgomery Scott
XSLV icon

Janney Montgomery Scott’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Janney Montgomery Scott’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 		$274K Sell
5,234
-26
-0.5% -$1.3K ﹤0.01% 2802
2026
Q1 		$248K Sell
5,260
-222
-4% -$10.7K ﹤0.01% 2516
2025
Q4 		$254K Sell
5,482
-749
-12% -$34.5K ﹤0.01% 2661
2025
Q3 		$289K Sell
6,231
-602
-9% -$28K ﹤0.01% 2521
2025
Q2 		$311K Sell
6,833
-119
-2% -$5.36K ﹤0.01% 2321
2025
Q1 		$321K Sell
6,952
-225
-3% -$10.6K ﹤0.01% 2267
2024
Q4 		$339K Buy
7,177
+508
+8% +$24.8K ﹤0.01% 2233
2024
Q3 		$321K Buy
6,669
+227
+4% +$10.6K ﹤0.01% 2253
2024
Q2 		$281K Sell
6,442
-141
-2% -$6.1K ﹤0.01% 2247
2024
Q1 		$291K Sell
6,583
-858
-12% -$37.1K ﹤0.01% 2363
2023
Q4 		$329K Buy
7,441
+319
+4% +$13K ﹤0.01% 2162
2023
Q3 		$281K Sell
7,122
-3,875
-35% -$159K ﹤0.01% 2167
2023
Q2 		$438K Buy
10,997
+981
+10% +$39.6K ﹤0.01% 1977
2023
Q1 		$424K Sell
10,016
-140
-1% -$6.35K ﹤0.01% 1821
2022
Q4 		$454K Sell
10,156
-5,124
-34% -$229K ﹤0.01% 1843
2022
Q3 		$620K Sell
15,280
-1,254
-8% -$56.9K ﹤0.01% 1562
2022
Q2 		$737K Sell
16,534
-946
-5% -$43.5K ﹤0.01% 1395
2022
Q1 		$857K Buy
17,480
+104
+0.6% +$5.1K ﹤0.01% 1339
2021
Q4 		$905K Sell
17,376
-1,489
-8% -$74.6K ﹤0.01% 1392
2021
Q3 		$888K Sell
18,865
-585
-3% -$27.7K ﹤0.01% 1343
2021
Q2 		$912K Sell
19,450
-482
-2% -$22.6K ﹤0.01% 1317
2021
Q1 		$915K Buy
19,932
+2,536
+15% +$113K ﹤0.01% 1245
2020
Q4 		$709K Sell
17,396
-93,581
-84% -$3.49M ﹤0.01% 1369
2020
Q3 		$3.68M Sell
110,977
-270,597
-71% -$9.31M 0.02% 582
2020
Q2 		$12.9M Sell
381,574
-48,214
-11% -$1.6M 0.08% 241
2020
Q1 		$14.2M Sell
429,788
-88,925
-17% -$4.05M 0.11% 200
2019
Q4 		$26.4M Buy
518,713
+17,092
+3% +$855K 0.17% 139
2019
Q3 		$24.5M Buy
501,621
+38,892
+8% +$1.88M 0.18% 134
2019
Q2 		$22.2M Buy
462,729
+47,993
+12% +$2.29M 0.17% 138
2019
Q1 		$19.5M Buy
414,736
+316,704
+323% +$14.7M 0.16% 147
2018
Q4 		$4.18M Buy
98,032
+6,983
+8% +$322K 0.04% 410
2018
Q3 		$4.5M Buy
91,049
+9,035
+11% +$452K 0.04% 436
2018
Q2 		$3.96M Buy
82,014
+11,907
+17% +$560K 0.04% 436
2018
Q1 		$3.16M Buy
70,107
+12,561
+22% +$569K 0.03% 495
2017
Q4 		$2.66M Buy
57,546
+9,689
+20% +$452K 0.03% 546
2017
Q3 		$2.2M Sell
47,857
-2,564
-5% -$112K 0.03% 570
2017
Q2 		$2.2M Sell
50,421
-724
-1% -$31.3K 0.03% 534
2017
Q1 		$2.19M Sell
51,145
-781
-2% -$33.4K 0.03% 527
2016
Q4 		$2.25M Buy
51,926
+10,646
+26% +$430K 0.03% 465
2016
Q3 		$1.6M Buy
+41,280
New +$1.58M 0.03% 508

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $299M AUM 41.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SWM
Sculati Wealth Management Bloomfield Hills, Michigan $300M AUM 17.56% 1-Year Est. Return

Janney Montgomery Scott's XSLV Position: Q2 2026 in Review

Janney Montgomery Scott reduced its Invesco S&P SmallCap Low Volatility ETF (XSLV) stake by 0.49% in Q2 2026, selling an estimated $1.3K and leaving 5,234 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #2802.

Janney Montgomery Scott first reported a position in XSLV in Q3 2016 and has held it in 40 quarters since. The position peaked at $26.4M in Q4 2019. 52 funds tracked by Wall St. Rank hold XSLV as of Q2 2026.

  • Janney Montgomery Scott held 5,234 shares of Invesco S&P SmallCap Low Volatility ETF worth $274K as of Q2 2026.
  • Janney Montgomery Scott sold 26 Invesco S&P SmallCap Low Volatility ETF shares in Q2 2026, an estimated $1.3K.
  • Invesco S&P SmallCap Low Volatility ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2802 holding.
  • Janney Montgomery Scott first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q3 2016 and has held it in 40 quarters since.
  • Janney Montgomery Scott's Invesco S&P SmallCap Low Volatility ETF position peaked at $26.4M in Q4 2019.
  • 52 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.