Larson Financial Group’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Larson Financial Group’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	$16.2K	Hold	310	–	–	﹤0.01%	2125
2026 Q1	$14.6K	Sell	310 -1	-0.3%	-$48	﹤0.01%	2019
2025 Q4	$14.4K	Sell	311 -8	-3%	-$369	﹤0.01%	1910
2025 Q3	$14.8K	Buy	319 +298	+1,419%	+$13.8K	﹤0.01%	1809
2025 Q2	$957	Hold	21	–	–	﹤0.01%	2666
2025 Q1	$970	Hold	21	–	–	﹤0.01%	2399
2024 Q4	$992	Hold	21	–	–	﹤0.01%	2047
2024 Q3	$1.01K	Sell	21 -126	-86%	-$5.87K	﹤0.01%	1986
2024 Q2	$6.42K	Hold	147	–	–	﹤0.01%	1383
2024 Q1	$6.5K	Hold	147	–	–	﹤0.01%	1139
2023 Q4	$6.49K	Hold	147	–	–	﹤0.01%	1113
2023 Q3	$5.8K	Hold	147	–	–	﹤0.01%	1131
2023 Q2	$5.86K	Sell	147 -1,092	-88%	-$44.1K	﹤0.01%	1055
2023 Q1	$52.5K	Buy	1,239 +414	+50%	+$18.8K	0.01%	543
2022 Q4	$36.8K	Buy	+825	New	+$36.9K	﹤0.01%	580

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

Larson Financial Group's XSLV Position: Q2 2026 in Review

Larson Financial Group held its Invesco S&P SmallCap Low Volatility ETF (XSLV) position steady in Q2 2026 at 310 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2125.

Larson Financial Group first reported a position in XSLV in Q4 2022 and has held it in 15 quarters since. The position peaked at $52.5K in Q1 2023. 99 funds tracked by Wall St. Rank hold XSLV as of Q2 2026.

Larson Financial Group held 310 shares of Invesco S&P SmallCap Low Volatility ETF worth $16.2K as of Q2 2026.
Larson Financial Group 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 Larson Financial Group's portfolio in Q2 2026, its #2125 holding.
Larson Financial Group first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2022 and has held it in 15 quarters since.
Larson Financial Group's Invesco S&P SmallCap Low Volatility ETF position peaked at $52.5K in Q1 2023.
99 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.