SageView Advisory Group’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

SageView Advisory Group’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	$192K	Sell	4,142 -376	-8%	-$17.3K	0.01%	619
2025 Q3	$209K	Sell	4,518 -88	-2%	-$4.09K	0.01%	620
2025 Q2	$210K	Sell	4,606 -42	-0.9%	-$1.89K	0.01%	590
2025 Q1	$215K	Sell	4,648 -305	-6%	-$14.3K	0.01%	560
2024 Q4	$234K	Sell	4,953 -141	-3%	-$6.88K	0.01%	524
2024 Q3	$245K	Sell	5,094 -570	-10%	-$26.6K	0.01%	449
2024 Q2	$247K	Buy	+5,664	New	+$245K	0.01%	488
2024 Q1	–	Sell	-6,635	Closed	-$289K	–	846
2023 Q4	$289K	Sell	6,635 -11,329	-63%	-$461K	0.01%	521
2023 Q3	$709K	Sell	17,964 -8,929	-33%	-$367K	0.04%	267
2023 Q2	$1.07M	Sell	26,893 -20,631	-43%	-$834K	0.06%	214
2023 Q1	$2.01M	Sell	47,524 -22,270	-32%	-$1.01M	0.13%	115
2022 Q4	$3.12M	Buy	+69,794	New	+$3.12M	0.25%	68

Other funds holding XSLV

ACM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SageView Advisory Group's XSLV Position: Q4 2025 in Review

SageView Advisory Group reduced its Invesco S&P SmallCap Low Volatility ETF (XSLV) stake by 8.3% in Q4 2025, selling an estimated $17.3K and leaving 4,142 shares worth $192K. The position accounts for 0.01% of the portfolio, ranked #619.

SageView Advisory Group first reported a position in XSLV in Q4 2022 and has held it in 12 quarters since. The position peaked at $3.12M in Q4 2022. 107 funds tracked by Wall St. Rank hold XSLV as of Q4 2025.

SageView Advisory Group held 4,142 shares of Invesco S&P SmallCap Low Volatility ETF worth $192K as of Q4 2025.
SageView Advisory Group sold 376 Invesco S&P SmallCap Low Volatility ETF shares in Q4 2025, an estimated $17.3K.
Invesco S&P SmallCap Low Volatility ETF made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #619 holding.
SageView Advisory Group first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2022 and has held it in 12 quarters since.
SageView Advisory Group's Invesco S&P SmallCap Low Volatility ETF position peaked at $3.12M in Q4 2022.
107 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.