U.S. Capital Wealth Advisors’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

U.S. Capital Wealth Advisors’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	$2.17M	Buy	46,032 +9,316	+25%	+$450K	0.05%	336
2025 Q4	$1.7M	Sell	36,716 -5,362	-13%	-$247K	0.04%	375
2025 Q3	$1.95M	Sell	42,078 -3,309	-7%	-$154K	0.05%	337
2025 Q2	$2.07M	Buy	45,387 +9,455	+26%	+$426K	0.06%	291
2025 Q1	$1.66M	Buy	35,932 +13,466	+60%	+$631K	0.05%	328
2024 Q4	$1.06M	Buy	+22,466	New	+$1.1M	0.03%	414
2023 Q1	–	Sell	-250	Closed	-$11.2K	–	1553
2022 Q4	$11.2K	Buy	+250	New	+$11.2K	﹤0.01%	1249

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 $445B AUM 25.58% 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 $299M AUM 41.44% 1-Year Est. Return

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

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

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

U.S. Capital Wealth Advisors's XSLV Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Invesco S&P SmallCap Low Volatility ETF (XSLV) stake by 25% in Q1 2026, buying an estimated $450K and bringing the position to 46,032 shares worth $2.17M. The position accounts for 0.05% of the portfolio, ranked #336.

U.S. Capital Wealth Advisors first reported a position in XSLV in Q4 2022 and has held it in 7 quarters since. 98 funds tracked by Wall St. Rank hold XSLV as of Q1 2026.

U.S. Capital Wealth Advisors held 46,032 shares of Invesco S&P SmallCap Low Volatility ETF worth $2.17M as of Q1 2026.
U.S. Capital Wealth Advisors bought 9,316 Invesco S&P SmallCap Low Volatility ETF shares in Q1 2026, an estimated $450K.
Invesco S&P SmallCap Low Volatility ETF made up 0.05% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #336 holding.
U.S. Capital Wealth Advisors first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2022 and has held it in 7 quarters since.
98 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.