RDA Financial Network’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

RDA Financial Network’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	$247K	Buy	4,713 +335	+8%	+$16.7K	0.05%	252
2026 Q1	$207K	Sell	4,378 -318	-7%	-$15.4K	0.05%	263
2025 Q4	$218K	Sell	4,696 -479	-9%	-$22.1K	0.05%	247
2025 Q3	$240K	Sell	5,175 -628	-11%	-$29.2K	0.06%	233
2025 Q2	$264K	Sell	5,803 -1,398	-19%	-$62.9K	0.07%	215
2025 Q1	$332K	Sell	7,201 -1,034	-13%	-$48.5K	0.1%	179
2024 Q4	$389K	Sell	8,235 -5,213	-39%	-$255K	0.11%	163
2024 Q3	$647K	Sell	13,448 -4,771	-26%	-$222K	0.2%	118
2024 Q2	$795K	Sell	18,219 -14,171	-44%	-$613K	0.26%	102
2024 Q1	$1.43M	Sell	32,390 -716	-2%	-$31K	0.49%	61
2023 Q4	$1.46M	Sell	33,106 -876	-3%	-$35.7K	0.55%	54
2023 Q3	$1.34M	Sell	33,982 -726	-2%	-$29.8K	0.58%	53
2023 Q2	$1.38M	Sell	34,708 -11	-0%	-$444	0.58%	52
2023 Q1	$1.47M	Sell	34,719 -592	-2%	-$26.8K	0.67%	48
2022 Q4	$1.58M	Buy	35,311 +709	+2%	+$31.7K	0.79%	36
2022 Q3	$1.4M	Buy	34,602 +238	+0.7%	+$10.8K	0.77%	38
2022 Q2	$1.53M	Sell	34,364 -22	-0.1%	-$1.01K	0.77%	39
2022 Q1	$1.69M	Buy	34,386 +705	+2%	+$34.6K	0.71%	42
2021 Q4	$1.75M	Sell	33,681 -225	-0.7%	-$11.3K	0.72%	41
2021 Q3	$1.6M	Sell	33,906 -28	-0.1%	-$1.33K	0.7%	42
2021 Q2	$1.59M	Sell	33,934 -821	-2%	-$38.5K	0.7%	43
2021 Q1	$1.59M	Sell	34,755 -2,646	-7%	-$117K	0.68%	44
2020 Q4	$1.52M	Sell	37,401 -3,182	-8%	-$119K	0.69%	44
2020 Q3	$1.35M	Buy	40,583 +3,417	+9%	+$118K	0.61%	45
2020 Q2	$1.26M	Buy	37,166 +1,837	+5%	+$61K	0.63%	42
2020 Q1	$1.17M	Buy	35,329 +3,948	+13%	+$180K	0.71%	35
2019 Q4	$1.58M	Buy	31,381 +964	+3%	+$48.2K	0.64%	33
2019 Q3	$1.53M	Sell	30,417 -124	-0.4%	-$5.98K	0.65%	35
2019 Q2	$1.48M	Buy	30,541 +736	+2%	+$35.1K	0.66%	32
2019 Q1	$1.43M	Buy	+29,805	New	+$1.38M	0.67%	32

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

RDA Financial Network's XSLV Position: Q2 2026 in Review

RDA Financial Network increased its Invesco S&P SmallCap Low Volatility ETF (XSLV) stake by 7.7% in Q2 2026, buying an estimated $16.7K and bringing the position to 4,713 shares worth $247K. The position accounts for 0.05% of the portfolio, ranked #252.

RDA Financial Network first reported a position in XSLV in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.75M in Q4 2021. 99 funds tracked by Wall St. Rank hold XSLV as of Q2 2026.

RDA Financial Network held 4,713 shares of Invesco S&P SmallCap Low Volatility ETF worth $247K as of Q2 2026.
RDA Financial Network bought 335 Invesco S&P SmallCap Low Volatility ETF shares in Q2 2026, an estimated $16.7K.
Invesco S&P SmallCap Low Volatility ETF made up 0.05% of RDA Financial Network's portfolio in Q2 2026, its #252 holding.
RDA Financial Network first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q1 2019 and has held it in 30 quarters since.
RDA Financial Network's Invesco S&P SmallCap Low Volatility ETF position peaked at $1.75M in Q4 2021.
99 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.