Sound Income Strategies’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Sound Income Strategies’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	-12	Closed	-$569	–	2432
2026 Q1	$569	Hold	12	–	–	﹤0.01%	2378
2025 Q4	$580	Hold	12	–	–	﹤0.01%	2363
2025 Q3	$546	Hold	12	–	–	﹤0.01%	1526
2025 Q2	$547	Sell	12 -32	-73%	-$1.44K	﹤0.01%	1446
2025 Q1	$2.03K	Buy	+44	New	+$2.06K	﹤0.01%	1230
2023 Q1	–	Sell	-126	Closed	-$5.63K	–	1156
2022 Q4	$5.63K	Buy	+126	New	+$5.64K	﹤0.01%	633

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

Sound Income Strategies's XSLV Position: Q2 2026 in Review

Sound Income Strategies sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q2 2026, closing a stake of 12 shares — an estimated $569 sold.

Sound Income Strategies first reported a position in XSLV in Q4 2022 and held it in 6 quarters. The position peaked at $5.63K in Q4 2022. 99 funds tracked by Wall St. Rank hold XSLV as of Q2 2026.

Sound Income Strategies reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 12 Invesco S&P SmallCap Low Volatility ETF shares in Q2 2026, an estimated $569.
Sound Income Strategies first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2022 and held it in 6 quarters.
Sound Income Strategies's Invesco S&P SmallCap Low Volatility ETF position peaked at $5.63K in Q4 2022.
99 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.