TWM
XSLV icon

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

TopTier 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
2026
Q2 		$347K Buy
6,620
+13
+0.2% +$649 0.21% 96
2026
Q1 		$312K Buy
6,607
+33
+0.5% +$1.59K 0.19% 95
2025
Q4 		$305K Buy
+6,574
New +$303K 0.21% 99

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

TopTier Wealth Management's XSLV Position: Q2 2026 in Review

TopTier Wealth Management increased its Invesco S&P SmallCap Low Volatility ETF (XSLV) stake by 0.2% in Q2 2026, buying an estimated $649 and bringing the position to 6,620 shares worth $347K. The position accounts for 0.21% of the portfolio, ranked #96.

TopTier Wealth Management first reported a position in XSLV in Q4 2025 and has held it in 3 quarters since. 99 funds tracked by Wall St. Rank hold XSLV as of Q2 2026.

  • TopTier Wealth Management held 6,620 shares of Invesco S&P SmallCap Low Volatility ETF worth $347K as of Q2 2026.
  • TopTier Wealth Management bought 13 Invesco S&P SmallCap Low Volatility ETF shares in Q2 2026, an estimated $649.
  • Invesco S&P SmallCap Low Volatility ETF made up 0.21% of TopTier Wealth Management's portfolio in Q2 2026, its #96 holding.
  • TopTier Wealth Management first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2025 and has held it in 3 quarters since.
  • 99 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.