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

Spire 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
2025 Q2	–	Sell	-16	Closed	-$739	–	2594
2025 Q1	$739	Buy	+16	New	+$750	﹤0.01%	2428
2022 Q3	–	Sell	-18,079	Closed	-$805K	–	2645
2022 Q2	$805K	Buy	18,079 +13,961	+339%	+$641K	0.03%	370
2022 Q1	$202K	Hold	4,118	–	–	0.01%	898
2021 Q4	$215K	Hold	4,118	–	–	﹤0.01%	1061
2021 Q3	$194K	Sell	4,118 -10,000	-71%	-$474K	0.01%	942
2021 Q2	$662K	Sell	14,118 -383	-3%	-$18K	0.02%	533
2021 Q1	$665K	Buy	+14,501	New	+$644K	0.02%	574

Other funds holding XSLV

VWM

Venturi Wealth Management Austin, Texas $2.22B AUM 24.65% 1-Year Est. Return

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

ACM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Spire Wealth Management's XSLV Position: Q2 2025 in Review

Spire Wealth Management sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q2 2025, closing a stake of 16 shares — an estimated $739 sold.

Spire Wealth Management first reported a position in XSLV in Q1 2021 and held it in 7 quarters. The position peaked at $805K in Q2 2022. 106 funds tracked by Wall St. Rank hold XSLV as of Q2 2025.

Spire Wealth Management reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q2 2025 after selling out during the quarter.
Spire Wealth Management sold 16 Invesco S&P SmallCap Low Volatility ETF shares in Q2 2025, an estimated $739.
Spire Wealth Management first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q1 2021 and held it in 7 quarters.
Spire Wealth Management's Invesco S&P SmallCap Low Volatility ETF position peaked at $805K in Q2 2022.
106 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.