XSLV β€” INVESCO EXCHNG TRADED FD TR

Ownership history in Armbruster Capital Management, Inc.  Β·  24 quarters on record

AI Ownership Summary

Armbruster Capital Management, Inc. reported INVESCO EXCHNG TRADED FD TR (XSLV) in 24 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.94% in 2025 Q1. The latest visible filing shows XSLV at 1.94% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XSLV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Armbruster Capital Management, Inc.'s position in INVESCO EXCHNG TRADED FD TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

XSLV was reported at 1.94% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.94% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Armbruster Capital Management, Inc. held XSLV β€” position size vs. price
% of Fund (quarterly)    XSLV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 248,561 +10,986 +4.6% 1.94% $11.5M 2026-02-14 (Est.) $49.60
2025 Q3 ADDED 237,575 +14,305 +6.4% 1.87% $11.0M 2025-10-20 $45.48
2025 Q2 ADDED 223,270 +12,586 +6.0% 1.84% $10.2M 2025-07-23 $45.33
2025 Q1 ADDED 210,684 +12,785 +6.5% 1.94% $9.7M 2025-04-16 $42.21
2024 Q4 ADDED 197,899 +4,687 +2.4% 1.90% $9.3M 2025-01-22 $46.11
2024 Q3 ADDED 193,212 +623 +0.3% 1.85% $9.3M 2024-11-04 $45.31
2024 Q2 ADDED 192,589 +17,151 +9.8% 1.75% $8.4M 2024-07-29 $45.75
2024 Q1 ADDED 175,438 +450 +0.3% 1.65% $7.8M 2024-05-07 $41.94
2023 Q4 REDUCED 174,988 -1,920 -1.1% 1.76% $7.7M 2024-02-01 $41.02
15 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding XSLV

As of 2026 Q1 β€” sorted by position size

U.S. Capital Wealth Advisors, LLC 3Y 0.05% Farther Finance Advisors, LLC 0.0% CX Institutional 3Y 7Y 0.0%

FAQ About Armbruster Capital Management, Inc. and XSLV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Armbruster Capital Management, Inc. reported owning XSLV?

Armbruster Capital Management, Inc. reported XSLV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported XSLV position in Armbruster Capital Management, Inc.'s portfolio?

The largest reported portfolio weight for XSLV was 1.94% in 2025 Q1.

What is the latest reported XSLV position on this page?

The most recent filing on this page is 2025 Q4, when Armbruster Capital Management, Inc. reported 248,561 shares, equal to 1.94% of portfolio, with an estimated market value of $11.5M.

What does the chart on this XSLV ownership page compare?

The chart compares Armbruster Capital Management, Inc.'s quarterly XSLV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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