Lindbrook Capital’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Lindbrook Capital’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	$7.71K	Hold	167	–	–	﹤0.01%	1769
2024 Q4	$7.89K	Hold	167	–	–	﹤0.01%	1780
2024 Q3	$8.04K	Hold	167	–	–	﹤0.01%	1798
2024 Q2	$7.29K	Hold	167	–	–	﹤0.01%	1811
2024 Q1	$7.38K	Hold	167	–	–	﹤0.01%	1725
2023 Q4	$7.37K	Hold	167	–	–	﹤0.01%	1696
2023 Q3	$6.59K	Hold	167	–	–	﹤0.01%	1635
2023 Q2	$6.65K	Hold	167	–	–	﹤0.01%	1671
2023 Q1	$7.07K	Hold	167	–	–	﹤0.01%	1679
2022 Q4	$7.46K	Hold	167	–	–	﹤0.01%	1584
2022 Q3	$7K	Hold	167	–	–	﹤0.01%	1523
2022 Q2	$7K	Hold	167	–	–	﹤0.01%	1439
2022 Q1	$8K	Buy	+167	New	+$8.19K	﹤0.01%	1409

Other funds holding XSLV

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lindbrook Capital's XSLV Position: Q1 2025 in Review

Lindbrook Capital held its Invesco S&P SmallCap Low Volatility ETF (XSLV) position steady in Q1 2025 at 167 shares worth $7.71K. The position accounts for ﹤0.01% of the portfolio, ranked #1769.

Lindbrook Capital first reported a position in XSLV in Q1 2022 and has held it in 13 quarters since. The position peaked at $8.04K in Q3 2024. 113 funds tracked by Wall St. Rank hold XSLV as of Q1 2025.

Lindbrook Capital held 167 shares of Invesco S&P SmallCap Low Volatility ETF worth $7.71K as of Q1 2025.
Lindbrook Capital left its Invesco S&P SmallCap Low Volatility ETF share count unchanged in Q1 2025.
Invesco S&P SmallCap Low Volatility ETF made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1769 holding.
Lindbrook Capital first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q1 2022 and has held it in 13 quarters since.
Lindbrook Capital's Invesco S&P SmallCap Low Volatility ETF position peaked at $8.04K in Q3 2024.
113 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.