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Root Financial Partners’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Root Financial Partners’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
Q4 		– Sell
-270
Closed -$12.5K – 2537
2025
Q3 		$12.5K Buy
+270
New +$12.5K ﹤0.01% 1353

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Root Financial Partners's XSLV Position: Q4 2025 in Review

Root Financial Partners sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q4 2025, closing a stake of 270 shares — an estimated $12.5K sold.

Root Financial Partners first reported a position in XSLV in Q3 2025 and held it in 1 quarter. The position peaked at $12.5K in Q3 2025. 107 funds tracked by Wall St. Rank hold XSLV as of Q4 2025.

  • Root Financial Partners reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q4 2025 after selling out during the quarter.
  • Root Financial Partners sold 270 Invesco S&P SmallCap Low Volatility ETF shares in Q4 2025, an estimated $12.5K.
  • Root Financial Partners first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q3 2025 and held it in 1 quarter.
  • Root Financial Partners's Invesco S&P SmallCap Low Volatility ETF position peaked at $12.5K in Q3 2025.
  • 107 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q4 2025.

Based on Root Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.