RWA Wealth Partners’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

RWA Wealth 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
2026 Q2	–	Sell	-93,692	Closed	-$4.42M	–	669
2026 Q1	$4.42M	Buy	+93,692	New	+$4.52M	0.05%	178
2025 Q2	–	Sell	-108,521	Closed	-$5.01M	–	619
2025 Q1	$5.01M	Buy	+108,521	New	+$5.09M	0.06%	147
2024 Q4	–	Sell	-120,060	Closed	-$5.78M	–	601
2024 Q3	$5.78M	Sell	120,060 -1,914	-2%	-$89.2K	0.07%	142
2024 Q2	$5.33M	Buy	+121,974	New	+$5.27M	0.07%	138

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

RWA Wealth Partners's XSLV Position: Q2 2026 in Review

RWA Wealth Partners sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q2 2026, closing a stake of 93,692 shares — an estimated $4.42M sold.

RWA Wealth Partners first reported a position in XSLV in Q2 2024 and held it in 4 quarters. The position peaked at $5.78M in Q3 2024. 99 funds tracked by Wall St. Rank hold XSLV as of Q2 2026.

RWA Wealth Partners reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q2 2026 after selling out during the quarter.
RWA Wealth Partners sold 93,692 Invesco S&P SmallCap Low Volatility ETF shares in Q2 2026, an estimated $4.42M.
RWA Wealth Partners first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q2 2024 and held it in 4 quarters.
RWA Wealth Partners's Invesco S&P SmallCap Low Volatility ETF position peaked at $5.78M in Q3 2024.
99 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.