Sequoia Financial Advisors’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Sequoia Financial Advisors’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	$747K	Sell	14,255 -1,689	-11%	-$84.3K	﹤0.01%	1086
2026 Q1	$753K	Sell	15,944 -1,965	-11%	-$94.9K	﹤0.01%	1028
2025 Q4	$830K	Sell	17,909 -4,442	-20%	-$205K	﹤0.01%	984
2025 Q3	$1.04M	Sell	22,351 -8,634	-28%	-$401K	0.01%	761
2025 Q2	$1.41M	Sell	30,985 -61,405	-66%	-$2.76M	0.01%	574
2025 Q1	$4.27M	Sell	92,390 -38,201	-29%	-$1.79M	0.03%	296
2024 Q4	$6.17M	Buy	+130,591	New	+$6.38M	0.06%	233

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

Sequoia Financial Advisors's XSLV Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Invesco S&P SmallCap Low Volatility ETF (XSLV) stake by 11% in Q2 2026, selling an estimated $84.3K and leaving 14,255 shares worth $747K. The position accounts for ﹤0.01% of the portfolio, ranked #1086.

Sequoia Financial Advisors first reported a position in XSLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.17M in Q4 2024. 99 funds tracked by Wall St. Rank hold XSLV as of Q2 2026.

Sequoia Financial Advisors held 14,255 shares of Invesco S&P SmallCap Low Volatility ETF worth $747K as of Q2 2026.
Sequoia Financial Advisors sold 1,689 Invesco S&P SmallCap Low Volatility ETF shares in Q2 2026, an estimated $84.3K.
Invesco S&P SmallCap Low Volatility ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1086 holding.
Sequoia Financial Advisors first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2024 and has held it in 7 quarters since.
Sequoia Financial Advisors's Invesco S&P SmallCap Low Volatility ETF position peaked at $6.17M in Q4 2024.
99 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.