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Disclosery

XSLV INVESCO EXCH TRADED FD TR II

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S&P SMLCP LOW (fund)

98 managers (98 13F filers) reported a position in XSLV shares at 2026-03-31, 2,202,485 shares in all. 7 filers opened a position and 15 filers sold out during the quarter.

Managers
98
13F filers
98
New
7
Added
20
Reduced
39
Sold out
15
Shares held by filers
2,202,485

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Armbruster Capital Management, Inc.260,019$12.3M2.01%+11,45813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/205,229$9.69M<0.01%-5,93413F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management201,765$9.52M0.11%+10,06613F-HRTimelineGroup
LPL Financial LLC174,002$8.21M<0.01%-13,17313F-HRTimeline
UBS Group AGin group UBS Group AG171,451$8.09M<0.01%-30,38013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY126,530$5.97M<0.01%-1,46313F-HRTimelineGroup
Eagle Bluffs Wealth Management LLC97,872$4.62M1.8%+4,68813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN97,499$4.6M<0.01%-1,75413F-HR/ATimelineGroup
RWA WEALTH PARTNERS, LLC93,692$4.42M0.05%new13F-HRTimeline
Cetera Investment Advisers59,171$2.79M<0.01%+2,01013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC50,578$2.39M<0.01%-1,72413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP51,243$2.38M<0.01%+48213F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC46,032$2.17M0.05%+9,31613F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP45,500$2.15M<0.01%-5,60013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC44,209$2.09M<0.01%+73213F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV39,145$1.85M<0.01%-80413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC36,104$1.7M<0.01%-3,31413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA34,391$1.62M<0.01%-2,80113F-HRTimelineGroup
Private Advisor Group, LLC27,417$1.29M0.01%-46813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…26,779$1.28M<0.01%-8,42213F-HRTimeline
Cambridge Investment Research Advisors,…24,566$1.16M<0.01%-63913F-HRTimeline
Sculati Wealth Management, LLC18,016$850K0.31%-53313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP16,579$782K<0.01%+44513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.15,968$754K<0.01%-32213F-HRTimelineGroup
Sequoia Financial Advisors, LLC15,944$753K<0.01%-1,96513F-HRTimeline
Eagle Strategies LLC13,402$633K0.08%+8613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC12,541$592K<0.01%+67213F-HR/ATimelineGroup
SteelPeak Wealth, LLC11,900$562K0.02%-14713F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA11,693$552K0.04%-4,44513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…11,178$528K<0.01%-46513F-HRTimelineGroup
Arkadios Wealth Advisors10,270$485K0.01%-23913F-HRTimeline
Symmetry Partners, LLC8,497$401K0.02%+40813F-HRTimeline
Mariner, LLCin group Mariner, LLC7,988$377K<0.01%-36513F-HRTimelineGroup
American Financial Advisors, LLC7,491$354K0.05%-18413F-HRTimeline
Sage Mountain Advisors LLC6,750$319K0.02%013F-HRTimeline
TopTier Wealth Management, LLC6,607$312K0.19%+3313F-HRTimeline
Geneos Wealth Management Inc.5,862$277K0.01%-16713F-HRTimeline
Creative Planningin group Creative Planning5,797$274K<0.01%new13F-HRTimelineGroup
Legacy Trust5,570$263K0.05%013F-HRTimeline
CHOREO, LLC5,570$263K<0.01%+1013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,479$259K<0.01%-53713F-HRTimelineGroup
Janney Montgomery Scott LLC5,260$248K<0.01%-22213F-HRTimeline
Kingsview Wealth Management, LLC5,206$246K<0.01%-713F-HRTimeline
SlateStone Wealth, LLC5,071$239K0.02%-1,94013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,980$235K<0.01%+19213F-HRTimelineGroup
Waverly Advisors, LLC4,881$230K<0.01%013F-HRTimeline
McNaughton Wealth Management, LLC4,794$226K0.09%013F-HRTimeline
Jaffetilchin Investment Partners, LLC4,743$224K0.01%+3113F-HRTimeline
Avant Capital LLC4,691$221K0.16%-68413F-HRTimeline
Harvest Investment Services, LLC4,588$217K0.04%-10813F-HRTimeline
Berman McAleer LLC4,572$216K0.03%013F-HRTimeline
RDA Financial Network4,378$207K0.05%-31813F-HRTimeline
MML INVESTORS SERVICES, LLC4,298$203K<0.01%-33913F-HRTimeline
CWM, LLCin group CWM, LLC4,217$199K<0.01%+1,64313F-HRTimelineGroup
PRIVATE TRUST CO NA2,709$128K0.01%013F-HRTimeline
NewEdge Advisors, LLC2,696$127K<0.01%-4,53013F-HR/ATimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,567$121K<0.01%new13F-HRTimelineGroup
Jackson Hole Capital Partners, LLC1,922$90.7K0.02%013F-HRTimeline
Steward Partners Investment Advisory, L…1,685$79.5K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,625$76.7K<0.01%+96713F-HRTimeline
Farther Finance Advisors, LLC1,387$65.8K<0.01%+23313F-HRTimeline
Lodestone Wealth Management LLC1,164$54.9K0.02%-2013F-HR/ATimeline
IMG Wealth Management, Inc.832$39.3K0.03%013F-HRTimeline
Advisory Services Network, LLC831$39.2K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…761$35.9K<0.01%013F-HRTimelineGroup
10Elms LLP746$35.2K0.02%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC700$33K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO449$21K<0.01%new13F-HR/ATimelineGroup
City State Bank426$20.1K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.415$20K0.01%013F-HRTimeline
MAI Capital Management377$17.8K<0.01%013F-HRTimeline
CX Institutional323$15K<0.01%+213F-HRTimeline
Larson Financial Group LLC310$14.6K<0.01%-113F-HRTimeline
Medallion Wealth Advisors, LLC276$13K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…270$12.7K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd199$11.4K<0.01%+10913F-HRTimeline
Arax Advisory Partners311$11K<0.01%-15413F-HRTimeline
Front Row Advisors LLC225$10.6K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…187$8.87K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC182$8.59K<0.01%-413F-HRTimeline
FMR LLCin group FMR LLC158$7.47K<0.01%-29413F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC158$7.46K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…151$7.16K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC86$4.08K<0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC82$3.85K<0.01%-6913F-HRTimeline
Heritage Wealth Advisors68$3.22K<0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL42$1.98K<0.01%013F-HRTimeline
Blue Trust, Inc.38$1.8K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.36$1.7K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC32$1.5K<0.01%13F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…28$1.32K<0.01%013F-HRTimelineGroup
Allworth Financial LP19$897<0.01%013F-HRTimeline
Sound Income Strategies, LLC12$569<0.01%013F-HRTimeline
AE Wealth Management LLC10$472<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.7$311<0.01%-1213F-HRTimeline
Sunbelt Securities, Inc.6$262<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$47<0.01%013F-HRTimeline
Roxbury Financial LLC1$45<0.01%013F-HRTimeline