LWM
XSLV icon

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

Laidlaw 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
2025
Q1 		– Sell
-23,765
Closed -$1.12M – 182
2024
Q4 		$1.12M Sell
23,765
-5,826
-20% -$284K 0.49% 58
2024
Q3 		$1.42M Buy
29,591
+3,756
+15% +$175K 0.7% 43
2024
Q2 		$1.13M Sell
25,835
-1,399
-5% -$60.5K 0.62% 51
2024
Q1 		$1.2M Sell
27,234
-2,228
-8% -$96.3K 0.67% 48
2023
Q4 		$1.3M Sell
29,462
-19,998
-40% -$814K 0.47% 64
2023
Q3 		$1.95M Sell
49,460
-9,134
-16% -$375K 0.64% 40
2023
Q2 		$2.33M Buy
58,594
+887
+2% +$35.8K 0.46% 55
2023
Q1 		$2.44M Buy
57,707
+309
+0.5% +$14K 0.5% 53
2022
Q4 		$2.56M Sell
57,398
-145
-0.3% -$6.49K 0.55% 46
2022
Q3 		$2.33M Buy
57,543
+1,137
+2% +$51.6K 0.55% 48
2022
Q2 		$2.51M Buy
56,406
+7,118
+14% +$327K 0.51% 55
2022
Q1 		$2.42M Buy
49,288
+4,656
+10% +$228K 0.4% 65
2021
Q4 		$2.33M Buy
44,632
+2,780
+7% +$139K 0.37% 72
2021
Q3 		$1.97M Sell
41,852
-5,773
-12% -$274K 0.51% 51
2021
Q2 		$2.23M Buy
47,625
+6,588
+16% +$309K 0.58% 46
2021
Q1 		$1.88M Buy
41,037
+11,831
+41% +$525K 0.64% 43
2020
Q4 		$1.19M Buy
29,206
+11,894
+69% +$444K 0.25% 109
2020
Q3 		$575K Buy
+17,312
New +$596K 0.26% 100

Other funds holding XSLV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $300M AUM 17.56% 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 $79.5B AUM 27.1% 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 $10.4B AUM 21.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Laidlaw Wealth Management's XSLV Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q1 2025, closing a stake of 23,765 shares — an estimated $1.12M sold.

Laidlaw Wealth Management first reported a position in XSLV in Q3 2020 and held it in 18 quarters. The position peaked at $2.56M in Q4 2022. 113 funds tracked by Wall St. Rank hold XSLV as of Q1 2025.

  • Laidlaw Wealth Management reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q1 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 23,765 Invesco S&P SmallCap Low Volatility ETF shares in Q1 2025, an estimated $1.12M.
  • Laidlaw Wealth Management first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q3 2020 and held it in 18 quarters.
  • Laidlaw Wealth Management's Invesco S&P SmallCap Low Volatility ETF position peaked at $2.56M in Q4 2022.
  • 113 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q1 2025.

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