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Steward Partners Investment Advisory’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Steward Partners Investment Advisory’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 		$44.5K Sell
850
-835
-50% -$41.7K ﹤0.01% 3010
2026
Q1 		$79.5K Hold
1,685
– – ﹤0.01% 2509
2025
Q4 		$78.1K Hold
1,685
– – ﹤0.01% 2435
2025
Q3 		$78K Hold
1,685
– – ﹤0.01% 2381
2025
Q2 		$76.8K Sell
1,685
-100
-6% -$4.5K ﹤0.01% 2260
2025
Q1 		$82.4K Sell
1,785
-743
-29% -$34.8K ﹤0.01% 2124
2024
Q4 		$119K Buy
2,528
+885
+54% +$43.2K ﹤0.01% 1894
2024
Q3 		$79.1K Sell
1,643
-42
-2% -$1.96K ﹤0.01% 2003
2024
Q2 		$73.6K Sell
1,685
-300
-15% -$13K ﹤0.01% 1920
2024
Q1 		$87.8K Sell
1,985
-435
-18% -$18.8K ﹤0.01% 1834
2023
Q4 		$107K Sell
2,420
-200
-8% -$8.14K ﹤0.01% 1667
2023
Q3 		$103K Sell
2,620
-150
-5% -$6.17K ﹤0.01% 1551
2023
Q2 		$110K Sell
2,770
-1,380
-33% -$55.8K ﹤0.01% 1541
2023
Q1 		$176K Sell
4,150
-649
-14% -$29.4K ﹤0.01% 1346
2022
Q4 		$214K Buy
4,799
+60
+1% +$2.69K ﹤0.01% 1214
2022
Q3 		$192K Sell
4,739
-249
-5% -$11.3K ﹤0.01% 1219
2022
Q2 		$222K Sell
4,988
-8,411
-63% -$386K ﹤0.01% 1172
2022
Q1 		$657K Sell
13,399
-6,168
-32% -$303K 0.01% 824
2021
Q4 		$1.02M Sell
19,567
-880
-4% -$44.1K 0.02% 680
2021
Q3 		$963K Sell
20,447
-1,641
-7% -$77.8K 0.02% 668
2021
Q2 		$1.04M Sell
22,088
-112
-0.5% -$5.25K 0.02% 652
2021
Q1 		$1.02M Buy
22,200
+2,271
+11% +$101K 0.02% 639
2020
Q4 		$812K Buy
19,929
+5,142
+35% +$192K 0.02% 631
2020
Q3 		$491K Buy
14,787
+5,714
+63% +$197K 0.01% 673
2020
Q2 		$307K Buy
9,073
+5,552
+158% +$184K 0.01% 752
2020
Q1 		$116K Sell
3,521
-46,872
-93% -$2.14M ﹤0.01% 946
2019
Q4 		$2.56M Buy
50,393
+2,486
+5% +$124K 0.08% 260
2019
Q3 		$2.34M Buy
47,907
+3,621
+8% +$175K 0.08% 256
2019
Q2 		$2.12M Buy
44,286
+1,744
+4% +$83.2K 0.08% 249
2019
Q1 		$2M Buy
42,542
+5,774
+16% +$268K 0.08% 232
2018
Q4 		$1.57M Sell
36,768
-679
-2% -$31.3K 0.08% 260
2018
Q3 		$1.85M Sell
37,447
-3,249
-8% -$163K 0.09% 234
2018
Q2 		$1.97M Buy
40,696
+6,653
+20% +$313K 0.12% 195
2018
Q1 		$1.53M Buy
+34,043
New +$1.54M 0.1% 209

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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Steward Partners Investment Advisory's XSLV Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Invesco S&P SmallCap Low Volatility ETF (XSLV) stake by 50% in Q2 2026, selling an estimated $41.7K and leaving 850 shares worth $44.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3010.

Steward Partners Investment Advisory first reported a position in XSLV in Q1 2018 and has held it in 34 quarters since. The position peaked at $2.56M in Q4 2019. 99 funds tracked by Wall St. Rank hold XSLV as of Q2 2026.

  • Steward Partners Investment Advisory held 850 shares of Invesco S&P SmallCap Low Volatility ETF worth $44.5K as of Q2 2026.
  • Steward Partners Investment Advisory sold 835 Invesco S&P SmallCap Low Volatility ETF shares in Q2 2026, an estimated $41.7K.
  • Invesco S&P SmallCap Low Volatility ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3010 holding.
  • Steward Partners Investment Advisory first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q1 2018 and has held it in 34 quarters since.
  • Steward Partners Investment Advisory's Invesco S&P SmallCap Low Volatility ETF position peaked at $2.56M in Q4 2019.
  • 99 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.