Portland Financial Advisors’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Portland Financial 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	$215K	Buy	+4,108	New	+$205K	0.39%	81

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

Portland Financial Advisors's XSLV Position: Q2 2026 in Review

Portland Financial Advisors opened a new position in Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q2 2026: 4,108 shares worth $215K. The stake represents 0.39% of the portfolio and ranks #81 among its holdings.

99 funds tracked by Wall St. Rank hold XSLV as of Q2 2026.

Portland Financial Advisors held 4,108 shares of Invesco S&P SmallCap Low Volatility ETF worth $215K as of Q2 2026.
Invesco S&P SmallCap Low Volatility ETF was a new Portland Financial Advisors position in Q2 2026.
Invesco S&P SmallCap Low Volatility ETF made up 0.39% of Portland Financial Advisors's portfolio in Q2 2026, its #81 holding.
99 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q2 2026.

Based on Portland Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.