AWM
XSHD icon

AE Wealth Management’s Invesco S&P SmallCap High Dividend Low Volatility ETF XSHD Stock Holding History

AE Wealth Management’s Portfolio XSHD Stock Details XSHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-398
Closed -$5.36K – 2379
2025
Q2 		$5.36K Hold
398
– – ﹤0.01% 1944
2025
Q1 		$5.52K Hold
398
– – ﹤0.01% 1930
2024
Q4 		$5.79K Buy
+398
New +$6.01K ﹤0.01% 1907

Other funds holding XSHD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $770M AUM 18.25% 1-Year Est. Return
CAMV
Concord Asset Management (Virginia) Abingdon, Virginia $592M AUM 18.59% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
CL
COWA LLC Tulsa, Oklahoma $371M AUM 22.68% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

AE Wealth Management's XSHD Position: Q3 2025 in Review

AE Wealth Management sold out of Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) in Q3 2025, closing a stake of 398 shares — an estimated $5.36K sold.

AE Wealth Management first reported a position in XSHD in Q4 2024 and held it in 3 quarters. The position peaked at $5.79K in Q4 2024. 33 funds tracked by Wall St. Rank hold XSHD as of Q3 2025.

  • AE Wealth Management reported no remaining Invesco S&P SmallCap High Dividend Low Volatility ETF position as of Q3 2025 after selling out during the quarter.
  • AE Wealth Management sold 398 Invesco S&P SmallCap High Dividend Low Volatility ETF shares in Q3 2025, an estimated $5.36K.
  • AE Wealth Management first reported a position in Invesco S&P SmallCap High Dividend Low Volatility ETF in Q4 2024 and held it in 3 quarters.
  • AE Wealth Management's Invesco S&P SmallCap High Dividend Low Volatility ETF position peaked at $5.79K in Q4 2024.
  • 33 funds tracked by Wall St. Rank held Invesco S&P SmallCap High Dividend Low Volatility ETF as of Q3 2025.

Based on AE Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.