Symmetry Partners’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Symmetry Partners’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 Q1	$401K	Buy	8,497 +408	+5%	+$19.7K	0.02%	119
2025 Q4	$375K	Buy	8,089 +603	+8%	+$27.8K	0.02%	119
2025 Q3	$347K	Buy	7,486 +106	+1%	+$4.92K	0.04%	109
2025 Q2	$336K	Buy	7,380 +1,971	+36%	+$88.7K	0.04%	105
2025 Q1	$250K	Buy	+5,409	New	+$254K	0.03%	113
2021 Q3	–	Sell	-55,170	Closed	-$2.59M	–	676
2021 Q2	$2.59M	Buy	55,170 +2,921	+6%	+$137K	0.17%	79
2021 Q1	$2.4M	Buy	52,249 +12,597	+32%	+$559K	0.17%	79
2020 Q4	$1.62M	Buy	39,652 +13,908	+54%	+$519K	0.13%	110
2020 Q3	$855K	Buy	+25,744	New	+$886K	0.07%	198

Other funds holding XSLV

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 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

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

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

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

EBWM

Eagle Bluffs Wealth Management Columbia, Missouri $257M AUM 30.19% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Symmetry Partners's XSLV Position: Q1 2026 in Review

Symmetry Partners increased its Invesco S&P SmallCap Low Volatility ETF (XSLV) stake by 5% in Q1 2026, buying an estimated $19.7K and bringing the position to 8,497 shares worth $401K. The position accounts for 0.02% of the portfolio, ranked #119.

Symmetry Partners first reported a position in XSLV in Q3 2020 and has held it in 9 quarters since. The position peaked at $2.59M in Q2 2021. 98 funds tracked by Wall St. Rank hold XSLV as of Q1 2026.

Symmetry Partners held 8,497 shares of Invesco S&P SmallCap Low Volatility ETF worth $401K as of Q1 2026.
Symmetry Partners bought 408 Invesco S&P SmallCap Low Volatility ETF shares in Q1 2026, an estimated $19.7K.
Invesco S&P SmallCap Low Volatility ETF made up 0.02% of Symmetry Partners's portfolio in Q1 2026, its #119 holding.
Symmetry Partners first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q3 2020 and has held it in 9 quarters since.
Symmetry Partners's Invesco S&P SmallCap Low Volatility ETF position peaked at $2.59M in Q2 2021.
98 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q1 2026.

Based on Symmetry Partners's 13F filing for Q1 2026, filed 27 Apr 2026.