Wilmington Savings Fund Society’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

Wilmington Savings Fund Society’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
2025 Q1	–	Sell	-4,572	Closed	-$216K	–	2148
2024 Q4	$216K	Buy	+4,572	New	+$223K	﹤0.01%	802

Other funds holding XSLV

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

SWM

Sculati Wealth Management Bloomfield Hills, Michigan $300M AUM 17.56% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wilmington Savings Fund Society's XSLV Position: Q1 2025 in Review

Wilmington Savings Fund Society sold out of Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q1 2025, closing a stake of 4,572 shares — an estimated $216K sold.

Wilmington Savings Fund Society first reported a position in XSLV in Q4 2024 and held it in 1 quarter. The position peaked at $216K in Q4 2024. 113 funds tracked by Wall St. Rank hold XSLV as of Q1 2025.

Wilmington Savings Fund Society reported no remaining Invesco S&P SmallCap Low Volatility ETF position as of Q1 2025 after selling out during the quarter.
Wilmington Savings Fund Society sold 4,572 Invesco S&P SmallCap Low Volatility ETF shares in Q1 2025, an estimated $216K.
Wilmington Savings Fund Society first reported a position in Invesco S&P SmallCap Low Volatility ETF in Q4 2024 and held it in 1 quarter.
Wilmington Savings Fund Society's Invesco S&P SmallCap Low Volatility ETF position peaked at $216K in Q4 2024.
113 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q1 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q1 2025, filed 8 May 2025.