MWM
XSLV icon

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

McNaughton 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 		$251K Hold
4,794
– – 0.09% 70
2026
Q1 		$226K Hold
4,794
– – 0.09% 70
2025
Q4 		$222K Hold
4,794
– – 0.09% 68
2025
Q3 		$222K Sell
4,794
-1,775
-27% -$82.5K 0.09% 71
2025
Q2 		$299K Hold
6,569
– – 0.13% 67
2025
Q1 		$303K Hold
6,569
– – 0.15% 66
2024
Q4 		$310K Sell
6,569
-91
-1% -$4.44K 0.15% 51
2024
Q3 		$320K Sell
6,660
-477
-7% -$22.2K 0.16% 51
2024
Q2 		$312K Hold
7,137
– – 0.17% 50
2024
Q1 		$316K Hold
7,137
– – 0.17% 49
2023
Q4 		$315K Sell
7,137
-8,335
-54% -$339K 0.19% 48
2023
Q3 		$610K Sell
15,472
-3,164
-17% -$130K 0.41% 43
2023
Q2 		$742K Buy
18,636
+205
+1% +$8.28K 0.48% 43
2023
Q1 		$781K Hold
18,431
– – 0.52% 35
2022
Q4 		$823K Sell
18,431
-183
-1% -$8.19K 0.56% 30
2022
Q3 		$755K Buy
18,614
+935
+5% +$42.4K 0.55% 31
2022
Q2 		$787K Buy
17,679
+1,363
+8% +$62.6K 0.56% 35
2022
Q1 		$800K Sell
16,316
-351
-2% -$17.2K 0.52% 30
2021
Q4 		$859K Buy
16,667
+154
+0.9% +$7.72K 0.56% 30
2021
Q3 		$778K Buy
16,513
+136
+0.8% +$6.44K 0.55% 29
2021
Q2 		$768K Sell
16,377
-573
-3% -$26.9K 0.54% 31
2021
Q1 		$778K Sell
16,950
-383
-2% -$17K 0.6% 30
2020
Q4 		$706K Sell
17,333
-539
-3% -$20.1K 0.57% 31
2020
Q3 		$593K Buy
17,872
+2,969
+20% +$102K 0.52% 34
2020
Q2 		$505K Buy
+14,903
New +$495K 0.47% 35

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SWM
Sculati Wealth Management Bloomfield Hills, Michigan $300M AUM 17.56% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return

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

McNaughton Wealth Management held its Invesco S&P SmallCap Low Volatility ETF (XSLV) position steady in Q2 2026 at 4,794 shares worth $251K. The position accounts for 0.09% of the portfolio, ranked #70.

McNaughton Wealth Management first reported a position in XSLV in Q2 2020 and has held it in 25 quarters since. The position peaked at $859K in Q4 2021. 37 funds tracked by Wall St. Rank hold XSLV as of Q2 2026.

  • McNaughton Wealth Management held 4,794 shares of Invesco S&P SmallCap Low Volatility ETF worth $251K as of Q2 2026.
  • McNaughton Wealth Management left its Invesco S&P SmallCap Low Volatility ETF share count unchanged in Q2 2026.
  • Invesco S&P SmallCap Low Volatility ETF made up 0.09% of McNaughton Wealth Management's portfolio in Q2 2026, its #70 holding.
  • McNaughton Wealth Management first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q2 2020 and has held it in 25 quarters since.
  • McNaughton Wealth Management's Invesco S&P SmallCap Low Volatility ETF position peaked at $859K in Q4 2021.
  • 37 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q2 2026.

Based on McNaughton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.