Portland Financial Advisors Inc XSLV — INVESCO EXCH TRADED FD TR II

Ownership history in Portland Financial Advisors Inc  ·  1 quarter on record

AI Ownership Summary

Portland Financial Advisors Inc reported INVESCO EXCH TRADED FD TR II (XSLV) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 0.39% in 2026 Q2. The latest visible filing shows XSLV at 0.39% 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.

What this XSLV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Portland Financial Advisors Inc's position in INVESCO EXCH TRADED FD TR II, 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
2026 Q2

XSLV was reported at 0.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.39% in 2026 Q2

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

Time in book
Holding Window
2026 Q2 to 2026 Q2

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 Portland Financial Advisors Inc held XSLV — position size vs. price
% of Fund (quarterly)    XSLV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED — — — 4,108 — — 0.39% $215K 2026-08-10 $52.59

🏢 Other funds also holding XSLV

As of 2026 Q3 — sorted by position size

Roxbury Financial LLC 0.0%

FAQ About Portland Financial Advisors 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 Portland Financial Advisors Inc reported owning XSLV?

Portland Financial Advisors Inc reported XSLV across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported XSLV position in Portland Financial Advisors Inc's portfolio?

The largest reported portfolio weight for XSLV was 0.39% in 2026 Q2.

What is the latest reported XSLV position on this page?

The most recent filing on this page is 2026 Q2, when Portland Financial Advisors Inc reported 4,108 shares, equal to 0.39% of portfolio, with an estimated market value of $215K.

What does the chart on this XSLV ownership page compare?

The chart compares Portland Financial Advisors 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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