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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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $257M AUM 30.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Medallion Wealth Advisors's XSLV Position: Q1 2026 in Review

Medallion Wealth Advisors held its Invesco S&P SmallCap Low Volatility ETF (XSLV) position steady in Q1 2026 at 276 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #727.

Medallion Wealth Advisors first reported a position in XSLV in Q4 2024 and has held it in 6 quarters since. The position peaked at $13K in Q4 2024. 98 funds tracked by Wall St. Rank hold XSLV as of Q1 2026.

  • Medallion Wealth Advisors held 276 shares of Invesco S&P SmallCap Low Volatility ETF worth $13K as of Q1 2026.
  • Medallion Wealth Advisors left its Invesco S&P SmallCap Low Volatility ETF share count unchanged in Q1 2026.
  • Invesco S&P SmallCap Low Volatility ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #727 holding.
  • Medallion Wealth Advisors first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Invesco S&P SmallCap Low Volatility ETF position peaked at $13K in Q4 2024.
  • 98 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.