Laurel Wealth Advisors (North Carolina)’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 Q1	–	Sell	-13	Closed	-$603	–	677
2025 Q4	$603	Buy	+13	New	+$599	﹤0.01%	658
2025 Q2	–	Sell	-13	Closed	-$601	–	688
2025 Q1	$601	Hold	13	–	–	﹤0.01%	658
2024 Q4	$614	Hold	13	–	–	﹤0.01%	687
2024 Q3	$626	Hold	13	–	–	﹤0.01%	653
2024 Q2	$568	Sell	13 -187	-94%	-$8.09K	﹤0.01%	608
2024 Q1	$8.84K	Buy	+200	New	+$8.65K	﹤0.01%	447

Other funds holding XSLV

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s XSLV Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q1 2026, closing a stake of 13 shares — an estimated $603 sold.

Laurel Wealth Advisors (North Carolina) first reported a position in XSLV in Q1 2024 and held it in 6 quarters. The position peaked at $8.84K in Q1 2024. 98 funds tracked by Wall St. Rank hold XSLV as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 13 Invesco S&P SmallCap Low Volatility ETF shares in Q1 2026, an estimated $603.
Laurel Wealth Advisors (North Carolina) first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q1 2024 and held it in 6 quarters.
Laurel Wealth Advisors (North Carolina)'s Invesco S&P SmallCap Low Volatility ETF position peaked at $8.84K in Q1 2024.
98 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.