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

JFS 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	$8.28K	Hold	158	–	–	﹤0.01%	1089
2026 Q1	$7.46K	Hold	158	–	–	﹤0.01%	1059
2025 Q4	$7.33K	Hold	158	–	–	﹤0.01%	1095
2025 Q3	$7.32K	Hold	158	–	–	﹤0.01%	989
2025 Q2	$7.2K	Hold	158	–	–	﹤0.01%	965
2025 Q1	$7.3K	Hold	158	–	–	﹤0.01%	988
2024 Q4	$7.46K	Hold	158	–	–	﹤0.01%	961
2024 Q3	$7.6K	Hold	158	–	–	﹤0.01%	951
2024 Q2	$6.9K	Hold	158	–	–	﹤0.01%	924
2024 Q1	$6.99K	Sell	158 -1	-0.6%	-$43	﹤0.01%	950
2023 Q4	$7.02K	Buy	159 +154	+3,080%	+$6.27K	﹤0.01%	917
2023 Q3	$198	Buy	5 +1	+25%	+$41	﹤0.01%	1863
2023 Q2	$160	Buy	4 +2	+100%	+$81	﹤0.01%	1898
2023 Q1	$85	Buy	+2	New	+$91	﹤0.01%	1900

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

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

JFS Wealth Advisors held its Invesco S&P SmallCap Low Volatility ETF (XSLV) position steady in Q2 2026 at 158 shares worth $8.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1089.

JFS Wealth Advisors first reported a position in XSLV in Q1 2023 and has held it in 14 quarters since. 99 funds tracked by Wall St. Rank hold XSLV as of Q2 2026.

JFS Wealth Advisors held 158 shares of Invesco S&P SmallCap Low Volatility ETF worth $8.28K as of Q2 2026.
JFS 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 JFS Wealth Advisors's portfolio in Q2 2026, its #1089 holding.
JFS Wealth Advisors first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q1 2023 and has held it in 14 quarters since.
99 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.