Mercer Global Advisors’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Mercer Global 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	$2.04M	Sell	38,858 -287	-0.7%	-$14.3K	﹤0.01%	1320
2026 Q1	$1.85M	Sell	39,145 -804	-2%	-$38.8K	﹤0.01%	1228
2025 Q4	$1.85M	Sell	39,949 -590	-1%	-$27.2K	﹤0.01%	1146
2025 Q3	$1.88M	Sell	40,539 -2,084	-5%	-$96.8K	﹤0.01%	1062
2025 Q2	$1.94M	Sell	42,623 -4,250	-9%	-$191K	﹤0.01%	902
2025 Q1	$2.16M	Sell	46,873 -3,869	-8%	-$181K	0.01%	815
2024 Q4	$2.4M	Sell	50,742 -898	-2%	-$43.8K	0.01%	768
2024 Q3	$2.46M	Sell	51,640 -1,390	-3%	-$64.7K	0.01%	714
2024 Q2	$2.32M	Sell	53,030 -3,885	-7%	-$168K	0.01%	683
2024 Q1	$2.52M	Sell	56,915 -371	-0.6%	-$16K	0.01%	661
2023 Q4	$2.53M	Sell	57,286 -8,507	-13%	-$346K	0.01%	662
2023 Q3	$2.6M	Sell	65,793 -13,306	-17%	-$547K	0.01%	622
2023 Q2	$3.15M	Sell	79,099 -9,260	-10%	-$374K	0.01%	581
2023 Q1	$3.74M	Buy	+88,359	New	+$4.01M	0.02%	497
2022 Q4	–	Sell	-7,379	Closed	-$299K	–	1998
2022 Q3	$299K	Buy	+7,379	New	+$335K	﹤0.01%	1415

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

Mercer Global Advisors's XSLV Position: Q2 2026 in Review

Mercer Global Advisors reduced its Invesco S&P SmallCap Low Volatility ETF (XSLV) stake by 0.73% in Q2 2026, selling an estimated $14.3K and leaving 38,858 shares worth $2.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1320.

Mercer Global Advisors first reported a position in XSLV in Q3 2022 and has held it in 15 quarters since. The position peaked at $3.74M in Q1 2023. 99 funds tracked by Wall St. Rank hold XSLV as of Q2 2026.

Mercer Global Advisors held 38,858 shares of Invesco S&P SmallCap Low Volatility ETF worth $2.04M as of Q2 2026.
Mercer Global Advisors sold 287 Invesco S&P SmallCap Low Volatility ETF shares in Q2 2026, an estimated $14.3K.
Invesco S&P SmallCap Low Volatility ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1320 holding.
Mercer Global Advisors first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q3 2022 and has held it in 15 quarters since.
Mercer Global Advisors's Invesco S&P SmallCap Low Volatility ETF position peaked at $3.74M in Q1 2023.
99 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.