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

Sovran 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
2025
Q3 		– Sell
-5,314
Closed -$246K – 555
2025
Q2 		$246K Buy
+5,314
New +$239K 0.03% 435

Other funds holding XSLV

ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $299M AUM 41.44% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sovran Advisors's XSLV Position: Q3 2025 in Review

Sovran Advisors sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q3 2025, closing a stake of 5,314 shares — an estimated $246K sold.

Sovran Advisors first reported a position in XSLV in Q2 2025 and held it in 1 quarter. The position peaked at $246K in Q2 2025. 105 funds tracked by Wall St. Rank hold XSLV as of Q3 2025.

  • Sovran Advisors reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q3 2025 after selling out during the quarter.
  • Sovran Advisors sold 5,314 Invesco S&P SmallCap Low Volatility ETF shares in Q3 2025, an estimated $246K.
  • Sovran Advisors first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q2 2025 and held it in 1 quarter.
  • Sovran Advisors's Invesco S&P SmallCap Low Volatility ETF position peaked at $246K in Q2 2025.
  • 105 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q3 2025.

Based on Sovran Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.