Sculati Wealth Management’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Sculati Wealth Management’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	$958K	Sell	17,779 -237	-1%	-$11.8K	0.32%	67
2026 Q1	$850K	Sell	18,016 -533	-3%	-$25.7K	0.31%	73
2025 Q4	$860K	Sell	18,549 -11,311	-38%	-$522K	0.3%	73
2025 Q3	$1.38M	Sell	29,860 -34,711	-54%	-$1.61M	0.49%	56
2025 Q2	$2.94M	Sell	64,571 -133,731	-67%	-$6.02M	1.11%	27
2025 Q1	$9.16M	Buy	198,302 +7,727	+4%	+$362K	3.7%	5
2024 Q4	$9M	Buy	190,575 +5,746	+3%	+$281K	3.56%	5
2024 Q3	$8.89M	Buy	184,829 +47,227	+34%	+$2.2M	3.55%	5
2024 Q2	$6.01M	Buy	137,602 +72,713	+112%	+$3.14M	2.57%	8
2024 Q1	$2.87M	Buy	64,889 +2,859	+5%	+$124K	1.24%	26
2023 Q4	$2.74M	Sell	62,030 -972	-2%	-$39.6K	1.28%	24
2023 Q3	$2.48M	Buy	63,002 +2,351	+4%	+$96.6K	1.27%	25
2023 Q2	$2.42M	Buy	60,651 +1,922	+3%	+$77.7K	1.22%	25
2023 Q1	$2.49M	Buy	58,729 +1,201	+2%	+$54.4K	1.32%	22
2022 Q4	$2.57M	Buy	57,528 +577	+1%	+$25.8K	1.44%	21
2022 Q3	$2.31M	Buy	56,951 +146	+0.3%	+$6.62K	1.36%	19
2022 Q2	$2.53M	Buy	56,805 +1,494	+3%	+$68.6K	1.44%	17
2022 Q1	$2.71M	Buy	55,311 +1,912	+4%	+$93.8K	1.33%	19
2021 Q4	$2.78M	Buy	53,399 +3,726	+8%	+$187K	1.34%	23
2021 Q3	$2.34M	Buy	49,673 +2,882	+6%	+$137K	1.24%	23
2021 Q2	$2.19M	Buy	46,791 +3,642	+8%	+$171K	1.16%	26
2021 Q1	$1.98M	Buy	43,149 +5,209	+14%	+$231K	1.14%	28
2020 Q4	$1.55M	Buy	37,940 +3,721	+11%	+$139K	1.02%	33
2020 Q3	$1.14M	Buy	34,219 +11,276	+49%	+$388K	0.85%	39
2020 Q2	$777K	Buy	+22,943	New	+$762K	0.66%	44

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

Sculati Wealth Management's XSLV Position: Q2 2026 in Review

Sculati Wealth Management reduced its Invesco S&P SmallCap Low Volatility ETF (XSLV) stake by 1.3% in Q2 2026, selling an estimated $11.8K and leaving 17,779 shares worth $958K. The position accounts for 0.32% of the portfolio, ranked #67.

Sculati Wealth Management first reported a position in XSLV in Q2 2020 and has held it in 25 quarters since. The position peaked at $9.16M in Q1 2025. 99 funds tracked by Wall St. Rank hold XSLV as of Q2 2026.

Sculati Wealth Management held 17,779 shares of Invesco S&P SmallCap Low Volatility ETF worth $958K as of Q2 2026.
Sculati Wealth Management sold 237 Invesco S&P SmallCap Low Volatility ETF shares in Q2 2026, an estimated $11.8K.
Invesco S&P SmallCap Low Volatility ETF made up 0.32% of Sculati Wealth Management's portfolio in Q2 2026, its #67 holding.
Sculati Wealth Management first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q2 2020 and has held it in 25 quarters since.
Sculati Wealth Management's Invesco S&P SmallCap Low Volatility ETF position peaked at $9.16M in Q1 2025.
99 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q2 2026.

Based on Sculati Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.