KIM
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Kestra Investment Management’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Kestra Investment 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
2025
Q1 		– Sell
-5
Closed -$248 – 1436
2024
Q4 		$248 Buy
+5
New +$244 ﹤0.01% 1141

Other funds holding XSLV

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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
SWM
Sculati Wealth Management Bloomfield Hills, Michigan $271M AUM 17.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kestra Investment Management's XSLV Position: Q1 2025 in Review

Kestra Investment Management sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q1 2025, closing a stake of 5 shares — an estimated $248 sold.

Kestra Investment Management first reported a position in XSLV in Q4 2024 and held it in 1 quarter. The position peaked at $248 in Q4 2024. 113 funds tracked by Wall St. Rank hold XSLV as of Q1 2025.

  • Kestra Investment Management reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 5 Invesco S&P SmallCap Low Volatility ETF shares in Q1 2025, an estimated $248.
  • Kestra Investment Management first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's Invesco S&P SmallCap Low Volatility ETF position peaked at $248 in Q4 2024.
  • 113 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.