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

Lodestone 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	$57.3K	Sell	1,093 -71	-6%	-$3.55K	0.02%	298
2026 Q1	$54.9K	Sell	1,164 -20	-2%	-$966	0.02%	283
2025 Q4	$54.9K	Buy	+1,184	New	+$54.6K	0.02%	282
2023 Q2	–	Sell	-11,270	Closed	-$477K	–	135
2023 Q1	$477K	Buy	11,270 +102	+0.9%	+$4.62K	0.37%	69
2022 Q4	$499K	Buy	+11,168	New	+$500K	0.4%	67

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

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

Lodestone Wealth Management reduced its Invesco S&P SmallCap Low Volatility ETF (XSLV) stake by 6.1% in Q2 2026, selling an estimated $3.55K and leaving 1,093 shares worth $57.3K. The position accounts for 0.02% of the portfolio, ranked #298.

Lodestone Wealth Management first reported a position in XSLV in Q4 2022 and has held it in 5 quarters since. The position peaked at $499K in Q4 2022. 99 funds tracked by Wall St. Rank hold XSLV as of Q2 2026.

Lodestone Wealth Management held 1,093 shares of Invesco S&P SmallCap Low Volatility ETF worth $57.3K as of Q2 2026.
Lodestone Wealth Management sold 71 Invesco S&P SmallCap Low Volatility ETF shares in Q2 2026, an estimated $3.55K.
Invesco S&P SmallCap Low Volatility ETF made up 0.02% of Lodestone Wealth Management's portfolio in Q2 2026, its #298 holding.
Lodestone Wealth Management first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2022 and has held it in 5 quarters since.
Lodestone Wealth Management's Invesco S&P SmallCap Low Volatility ETF position peaked at $499K in Q4 2022.
99 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.