Medallion Wealth Advisors’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Medallion Wealth Advisors’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	$14.5K	Hold	276	–	–	﹤0.01%	681
2026 Q1	$13K	Hold	276	–	–	﹤0.01%	727
2025 Q4	$12.8K	Hold	276	–	–	﹤0.01%	718
2025 Q3	$12.8K	Hold	276	–	–	﹤0.01%	712
2025 Q2	$12.8K	Hold	276	–	–	﹤0.01%	701
2025 Q1	$12.8K	Hold	276	–	–	0.01%	653
2024 Q4	$13K	Buy	+276	New	+$13.5K	0.01%	625

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

Medallion Wealth Advisors's XSLV Position: Q2 2026 in Review

Medallion Wealth Advisors held its Invesco S&P SmallCap Low Volatility ETF (XSLV) position steady in Q2 2026 at 276 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #681.

Medallion Wealth Advisors first reported a position in XSLV in Q4 2024 and has held it in 7 quarters since. 98 funds tracked by Wall St. Rank hold XSLV as of Q2 2026.

Medallion Wealth Advisors held 276 shares of Invesco S&P SmallCap Low Volatility ETF worth $14.5K as of Q2 2026.
Medallion Wealth Advisors 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 Medallion Wealth Advisors's portfolio in Q2 2026, its #681 holding.
Medallion Wealth Advisors first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2024 and has held it in 7 quarters since.
98 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.