United Capital Financial Advisors’s Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF XRLV Stock Holding History

United Capital Financial Advisors’s Portfolio XRLV Stock Details XRLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-19,838	Closed	-$1.07M	–	1672
2025 Q4	$1.07M	Buy	+19,838	New	+$1.08M	0.01%	715

United Capital Financial Advisors's XRLV Position: Q1 2026 in Review

United Capital Financial Advisors sold out of Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (XRLV) in Q1 2026, closing a stake of 19,838 shares — an estimated $1.07M sold.

United Capital Financial Advisors first reported a position in XRLV in Q4 2025 and held it in 1 quarter. The position peaked at $1.07M in Q4 2025. 0 funds tracked by Wall St. Rank hold XRLV as of Q1 2026.

United Capital Financial Advisors reported no remaining Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF position as of Q1 2026 after selling out during the quarter.
United Capital Financial Advisors sold 19,838 Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF shares in Q1 2026, an estimated $1.07M.
United Capital Financial Advisors first reported a position in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF in Q4 2025 and held it in 1 quarter.
United Capital Financial Advisors's Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF position peaked at $1.07M in Q4 2025.
0 funds tracked by Wall St. Rank held Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.