KWM
XSLV icon

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

Kingsview 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 		$266K Sell
5,081
-125
-2% -$6.24K ﹤0.01% 1239
2026
Q1 		$246K Sell
5,206
-7
-0.1% -$338 ﹤0.01% 1163
2025
Q4 		$242K Sell
5,213
-32
-0.6% -$1.48K ﹤0.01% 1096
2025
Q3 		$243K Sell
5,245
-4,891
-48% -$227K ﹤0.01% 1058
2025
Q2 		$462K Sell
10,136
-276
-3% -$12.4K 0.01% 797
2025
Q1 		$481K Sell
10,412
-369
-3% -$17.3K 0.01% 733
2024
Q4 		$509K Sell
10,781
-160
-1% -$7.81K 0.01% 732
2024
Q3 		$526K Sell
10,941
-1,406
-11% -$65.5K 0.01% 701
2024
Q2 		$539K Buy
12,347
+35
+0.3% +$1.51K 0.01% 663
2024
Q1 		$544K Sell
12,312
-1,263
-9% -$54.6K 0.01% 643
2023
Q4 		$599K Sell
13,575
-2,071
-13% -$84.3K 0.02% 600
2023
Q3 		$617K Sell
15,646
-515
-3% -$21.2K 0.02% 561
2023
Q2 		$644K Sell
16,161
-159
-1% -$6.42K 0.03% 526
2023
Q1 		$691K Buy
16,320
+169
+1% +$7.66K 0.03% 491
2022
Q4 		$721K Sell
16,151
-448
-3% -$20K 0.03% 416
2022
Q3 		$673K Buy
16,599
+201
+1% +$9.12K 0.03% 434
2022
Q2 		$730K Sell
16,398
-433
-3% -$19.9K 0.03% 450
2022
Q1 		$825K Sell
16,831
-1,383
-8% -$67.8K 0.04% 449
2021
Q4 		$949K Sell
18,214
-4,907
-21% -$246K 0.04% 418
2021
Q3 		$1.09M Sell
23,121
-1,086
-4% -$51.5K 0.05% 347
2021
Q2 		$1.14M Sell
24,207
-1,336
-5% -$62.6K 0.06% 340
2021
Q1 		$1.19M Sell
25,543
-3,126
-11% -$139K 0.07% 293
2020
Q4 		$1.17M Sell
28,669
-1,400
-5% -$52.2K 0.08% 244
2020
Q3 		$998K Buy
30,069
+2,772
+10% +$95.4K 0.09% 222
2020
Q2 		$924K Sell
27,297
-1,108
-4% -$36.8K 0.09% 216
2020
Q1 		$941K Buy
28,405
+6,512
+30% +$297K 0.13% 186
2019
Q4 		$1.11M Buy
21,893
+8,540
+64% +$427K 0.14% 179
2019
Q3 		$653K Buy
13,353
+303
+2% +$14.6K 0.1% 213
2019
Q2 		$626K Buy
13,050
+2,913
+29% +$139K 0.11% 208
2019
Q1 		$476K Buy
10,137
+397
+4% +$18.4K 0.07% 275
2018
Q4 		$415K Buy
9,740
+2,437
+33% +$112K 0.09% 236
2018
Q3 		$361K Buy
+7,303
New +$365K 0.07% 264

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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Kingsview Wealth Management's XSLV Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Invesco S&P SmallCap Low Volatility ETF (XSLV) stake by 2.4% in Q2 2026, selling an estimated $6.24K and leaving 5,081 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #1239.

Kingsview Wealth Management first reported a position in XSLV in Q3 2018 and has held it in 32 quarters since. The position peaked at $1.19M in Q1 2021. 99 funds tracked by Wall St. Rank hold XSLV as of Q2 2026.

  • Kingsview Wealth Management held 5,081 shares of Invesco S&P SmallCap Low Volatility ETF worth $266K as of Q2 2026.
  • Kingsview Wealth Management sold 125 Invesco S&P SmallCap Low Volatility ETF shares in Q2 2026, an estimated $6.24K.
  • Invesco S&P SmallCap Low Volatility ETF made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1239 holding.
  • Kingsview Wealth Management first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q3 2018 and has held it in 32 quarters since.
  • Kingsview Wealth Management's Invesco S&P SmallCap Low Volatility ETF position peaked at $1.19M in Q1 2021.
  • 99 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.