Public ownership evidence

Invesco S&P SmallCap Low Volatility ETF (XSLV) Ownership Disclosures

Read XSLV insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Invesco S&P SmallCap Low Volatility ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Kingsview Wealth Management, LLC
Report period
2026-06-30
Available
2026-08-20
Reported shares
5,081
Value (USD)
$266,298
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001791965-26-000005
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read XSLV fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read XSLV fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Kingsview Wealth Management, LLC2026-06-302026-08-205,081$266,298None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2038,858$2,036,491None
10Elms LLP2026-06-302026-08-15751$39,371None
Qube Research & Technologies Ltd2026-06-302026-08-1584$4,402None
OSAIC HOLDINGS, INC.2026-06-302026-08-15205$10,744None
OSAIC HOLDINGS, INC.2026-06-302026-08-1515,245$799,247None
Heritage Wealth Advisors2026-06-302026-08-1568$3,581None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1512,873$674,662None
Ancora Advisors LLC2026-06-302026-08-15700$36,686None
Medallion Wealth Advisors, LLC2026-06-302026-08-15276$14,465None
Waverly Advisors, LLC2026-06-302026-08-154,881$255,809None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1550,030$2,638,560None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15705$36,948None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1511,788$617,858None
Harvest Investment Services, LLC2026-06-302026-08-154,500$235,851None
ROYAL BANK OF CANADA2026-06-302026-08-1588$5,000None
ROYAL BANK OF CANADA2026-06-302026-08-1536,409$1,908,000None
CITADEL ADVISORS LLC2026-06-302026-08-157,737$405,489None
Larson Financial Group LLC2026-06-302026-08-15310$16,247None
TWO SIGMA INVESTMENTS, LP2026-06-302026-08-1534,500$1,808,114None
GOLDMAN SACHS GROUP INC2026-06-302026-08-158,699$455,907None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1540,552$2,125,287None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-158,227$431,146None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1563,581$3,332,229None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1533,208$1,740,423None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15126,663$6,638,281None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1531,240$1,637,278None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1519,944$1,045,245None
Rockefeller Capital Management L.P.2026-06-302026-08-14187$9,851None
Front Row Advisors LLC2026-06-302026-08-14225$11,992None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14850$44,548None
UBS Group AG2026-06-302026-08-14171,333$8,979,391None
Mariner, LLC2026-06-302026-08-147,076$370,862None
Creative Planning2026-06-302026-08-145,774$302,626None
Virtu Financial LLC2026-06-302026-08-1424,938$1,307,000None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-141$52None
VANGUARD ADVISERS INC2026-06-302026-08-1432$1,663None
MORGAN STANLEY2026-06-302026-08-14124,809$6,541,158None
MORGAN STANLEY2026-06-302026-08-1425$1,310None
MORGAN STANLEY2026-06-302026-08-141$74None
FMR LLC2026-06-302026-08-141,147$60,098None
HUNTINGTON NATIONAL BANK2026-06-302026-08-141$52None
COMPASS FINANCIAL MANAGEMENT LLC2026-06-302026-08-135$262None
Avant Capital LLC2026-06-302026-08-134,076$213,598None
Integrated Wealth Concepts LLC2026-06-302026-08-131,116$58,490None
Cetera Investment Advisers2026-06-302026-08-1361,996$3,249,166None
NewEdge Advisors, LLC2026-06-302026-08-136,312$330,773None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-1311,194$586,633None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-131,381$72,394None
STIFEL FINANCIAL CORP2026-06-302026-08-134,993$261,674None

90-day public filing window, up to 50 source positions.

Kingsview Wealth Management, LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗10Elms LLP ↗Qube Research & Technologies Ltd ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗Heritage Wealth Advisors ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗Ancora Advisors LLC ↗Medallion Wealth Advisors, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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