Wells Fargo
XSLV icon

Wells Fargo’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Wells Fargo’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
2022
Q1 		– Sell
-200
Closed -$15K – 7947
2021
Q4 		$15K Buy
+200
New +$10K ﹤0.01% 6422
2021
Q3 		– Sell
-1,400
Closed -$125K – 7608
2021
Q2 		$125K Buy
+1,400
New +$65.6K ﹤0.01% 5214

Other funds holding XSLV

ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
Bank of America
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo's XSLV Position: Q1 2026 in Review

Wells Fargo reduced its Invesco S&P SmallCap Low Volatility ETF (XSLV) stake by 1.8% in Q1 2026, selling an estimated $84.7K and leaving 97,499 shares worth $4.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2660.

Wells Fargo first reported a position in XSLV in Q2 2014 and has held it in 48 quarters since. The position peaked at $63.1M in Q4 2019. 98 funds tracked by Wall St. Rank hold XSLV as of Q1 2026.

  • Wells Fargo held 97,499 shares of Invesco S&P SmallCap Low Volatility ETF worth $4.6M as of Q1 2026.
  • Wells Fargo sold 1,754 Invesco S&P SmallCap Low Volatility ETF shares in Q1 2026, an estimated $84.7K.
  • Invesco S&P SmallCap Low Volatility ETF made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #2660 holding.
  • Wells Fargo first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q2 2014 and has held it in 48 quarters since.
  • Wells Fargo's Invesco S&P SmallCap Low Volatility ETF position peaked at $63.1M in Q4 2019.
  • 98 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.