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Ahrens Investment Partners’s Invesco S&P SmallCap High Dividend Low Volatility ETF XSHD Stock Holding History

Ahrens Investment Partners’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
2017
Q2 		– Sell
-20,700
Closed -$519K – 182
2017
Q1 		$519K Buy
+20,700
New +$523K 0.25% 69

Other funds holding XSHD

SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
WEC
Winslow Evans & Crocker Boston, Massachusetts $528M AUM 30.99% 1-Year Est. Return

Ahrens Investment Partners's XSHD Position: Q2 2017 in Review

Ahrens Investment Partners sold out of Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) in Q2 2017, closing a stake of 20,700 shares — an estimated $519K sold.

Ahrens Investment Partners first reported a position in XSHD in Q1 2017 and held it in 1 quarter. The position peaked at $519K in Q1 2017. 7 funds tracked by Wall St. Rank hold XSHD as of Q2 2017.

  • Ahrens Investment Partners reported no remaining Invesco S&P SmallCap High Dividend Low Volatility ETF position as of Q2 2017 after selling out during the quarter.
  • Ahrens Investment Partners sold 20,700 Invesco S&P SmallCap High Dividend Low Volatility ETF shares in Q2 2017, an estimated $519K.
  • Ahrens Investment Partners first reported a position in Invesco S&P SmallCap High Dividend Low Volatility ETF in Q1 2017 and held it in 1 quarter.
  • Ahrens Investment Partners's Invesco S&P SmallCap High Dividend Low Volatility ETF position peaked at $519K in Q1 2017.
  • 7 funds tracked by Wall St. Rank held Invesco S&P SmallCap High Dividend Low Volatility ETF as of Q2 2017.

Based on Ahrens Investment Partners's 13F filing for Q2 2017, filed 14 Aug 2017.