Pinnacle Bancorp’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Pinnacle Bancorp’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
2025 Q2	–	Sell	-1,145	Closed	-$52.9K	–	949
2025 Q1	$52.9K	Hold	1,145	–	–	0.02%	412
2024 Q4	$54.1K	Hold	1,145	–	–	0.02%	409
2024 Q3	$55.1K	Hold	1,145	–	–	0.01%	401
2024 Q2	$50K	Hold	1,145	–	–	0.01%	403
2024 Q1	$50.6K	Hold	1,145	–	–	0.02%	401
2023 Q4	$50.6K	Hold	1,145	–	–	0.02%	380
2023 Q3	$45.2K	Hold	1,145	–	–	0.02%	378
2023 Q2	$45.6K	Hold	1,145	–	–	0.02%	388
2023 Q1	$48.5K	Hold	1,145	–	–	0.02%	364
2022 Q4	$51K	Hold	1,145	–	–	0.02%	336
2022 Q3	$46K	Hold	1,145	–	–	0.02%	338
2022 Q2	$51K	Hold	1,145	–	–	0.02%	328
2022 Q1	$56K	Hold	1,145	–	–	0.02%	332
2021 Q4	$60K	Hold	1,145	–	–	0.02%	325
2021 Q3	$54K	Buy	+1,145	New	+$54.3K	0.02%	336
2020 Q2	–	Sell	-1,125	Closed	-$37K	–	677
2020 Q1	$37K	Hold	1,125	–	–	0.03%	295
2019 Q4	$57K	Hold	1,125	–	–	0.04%	280
2019 Q3	$55K	Hold	1,125	–	–	0.03%	283
2019 Q2	$54K	Hold	1,125	–	–	0.03%	288
2019 Q1	$53K	Buy	+1,125	New	+$52.2K	0.03%	287

Other funds holding XSLV

VWM

Venturi Wealth Management Austin, Texas $2.22B AUM 24.65% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EBWM

Eagle Bluffs Wealth Management Columbia, Missouri $257M AUM 30.19% 1-Year Est. Return

Pinnacle Bancorp's XSLV Position: Q2 2025 in Review

Pinnacle Bancorp sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q2 2025, closing a stake of 1,145 shares — an estimated $52.9K sold.

Pinnacle Bancorp first reported a position in XSLV in Q1 2019 and held it in 20 quarters. The position peaked at $60K in Q4 2021. 106 funds tracked by Wall St. Rank hold XSLV as of Q2 2025.

Pinnacle Bancorp reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q2 2025 after selling out during the quarter.
Pinnacle Bancorp sold 1,145 Invesco S&P SmallCap Low Volatility ETF shares in Q2 2025, an estimated $52.9K.
Pinnacle Bancorp first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q1 2019 and held it in 20 quarters.
Pinnacle Bancorp's Invesco S&P SmallCap Low Volatility ETF position peaked at $60K in Q4 2021.
106 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q2 2025.

Based on Pinnacle Bancorp's 13F filing for Q2 2025, filed 11 Jul 2025.