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

SteelPeak Wealth’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 		$554K Sell
10,564
-1,336
-11% -$66.7K 0.01% 411
2026
Q1 		$562K Sell
11,900
-147
-1% -$7.1K 0.02% 367
2025
Q4 		$559K Sell
12,047
-2,302
-16% -$106K 0.02% 342
2025
Q3 		$665K Sell
14,349
-259
-2% -$12K 0.02% 351
2025
Q2 		$665K Buy
14,608
+1,219
+9% +$54.9K 0.03% 325
2025
Q1 		$618K Buy
13,389
+152
+1% +$7.13K 0.03% 317
2024
Q4 		$625K Buy
13,237
+518
+4% +$25.3K 0.03% 313
2024
Q3 		$612K Sell
12,719
-381
-3% -$17.7K 0.03% 279
2024
Q2 		$572K Buy
13,100
+1,107
+9% +$47.9K 0.03% 294
2024
Q1 		$530K Buy
+11,993
New +$518K 0.03% 286
2023
Q4 		– Sell
-12,501
Closed -$493K – 512
2023
Q3 		$493K Sell
12,501
-2,083
-14% -$85.6K 0.03% 263
2023
Q2 		$581K Buy
14,584
+1,678
+13% +$67.8K 0.03% 228
2023
Q1 		$547K Buy
12,906
+415
+3% +$18.8K 0.04% 229
2022
Q4 		$558K Sell
12,491
-722
-5% -$32.3K 0.04% 229
2022
Q3 		$536K Buy
13,213
+3,351
+34% +$152K 0.04% 235
2022
Q2 		$439K Buy
9,862
+440
+5% +$20.2K 0.03% 270
2022
Q1 		$462K Buy
9,422
+168
+2% +$8.24K 0.03% 305
2021
Q4 		$482K Sell
9,254
-56
-0.6% -$2.81K 0.03% 265
2021
Q3 		$439K Buy
9,310
+138
+2% +$6.54K 0.03% 267
2021
Q2 		$430K Buy
9,172
+797
+10% +$37.4K 0.03% 280
2021
Q1 		$384K Buy
8,375
+1,489
+22% +$66.1K 0.03% 263
2020
Q4 		$281K Sell
6,886
-2,881
-29% -$107K 0.03% 265
2020
Q3 		$324K Buy
9,767
+381
+4% +$13.1K 0.03% 210
2020
Q2 		$318K Buy
9,386
+1,848
+25% +$61.4K 0.04% 196
2020
Q1 		$250K Sell
7,538
-498
-6% -$22.7K 0.04% 191
2019
Q4 		$409K Buy
+8,036
New +$402K 0.06% 184

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

SteelPeak Wealth's XSLV Position: Q2 2026 in Review

SteelPeak Wealth reduced its Invesco S&P SmallCap Low Volatility ETF (XSLV) stake by 11% in Q2 2026, selling an estimated $66.7K and leaving 10,564 shares worth $554K. The position accounts for 0.01% of the portfolio, ranked #411.

SteelPeak Wealth first reported a position in XSLV in Q4 2019 and has held it in 26 quarters since. The position peaked at $665K in Q2 2025. 18 funds tracked by Wall St. Rank hold XSLV as of Q2 2026.

  • SteelPeak Wealth held 10,564 shares of Invesco S&P SmallCap Low Volatility ETF worth $554K as of Q2 2026.
  • SteelPeak Wealth sold 1,336 Invesco S&P SmallCap Low Volatility ETF shares in Q2 2026, an estimated $66.7K.
  • Invesco S&P SmallCap Low Volatility ETF made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #411 holding.
  • SteelPeak Wealth first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2019 and has held it in 26 quarters since.
  • SteelPeak Wealth's Invesco S&P SmallCap Low Volatility ETF position peaked at $665K in Q2 2025.
  • 18 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.