Cambridge Investment Research Advisors
XSHD icon

Cambridge Investment Research Advisors’s Invesco S&P SmallCap High Dividend Low Volatility ETF XSHD Stock Holding History

Cambridge Investment Research Advisors’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
2026
Q2 		– Sell
-15,779
Closed -$207K – 4117
2026
Q1 		$207K Buy
15,779
+4,952
+46% +$66.4K ﹤0.01% 3650
2025
Q4 		$139K Buy
+10,827
New +$140K ﹤0.01% 3655
2025
Q2 		– Sell
-10,309
Closed -$143K – 3777
2025
Q1 		$143K Sell
10,309
-27,983
-73% -$401K ﹤0.01% 3283
2024
Q4 		$557K Buy
38,292
+16,572
+76% +$250K ﹤0.01% 2340
2024
Q3 		$335K Buy
+21,720
New +$330K ﹤0.01% 2751

Other funds holding XSHD

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return
CAMV
Concord Asset Management (Virginia) Abingdon, Virginia $646M AUM 25.36% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Cambridge Investment Research Advisors's XSHD Position: Q2 2026 in Review

Cambridge Investment Research Advisors sold out of Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) in Q2 2026, closing a stake of 15,779 shares — an estimated $207K sold.

Cambridge Investment Research Advisors first reported a position in XSHD in Q3 2024 and held it in 5 quarters. The position peaked at $557K in Q4 2024. 10 funds tracked by Wall St. Rank hold XSHD as of Q2 2026.

  • Cambridge Investment Research Advisors reported no remaining Invesco S&P SmallCap High Dividend Low Volatility ETF position as of Q2 2026 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 15,779 Invesco S&P SmallCap High Dividend Low Volatility ETF shares in Q2 2026, an estimated $207K.
  • Cambridge Investment Research Advisors first reported a position in Invesco S&P SmallCap High Dividend Low Volatility ETF in Q3 2024 and held it in 5 quarters.
  • Cambridge Investment Research Advisors's Invesco S&P SmallCap High Dividend Low Volatility ETF position peaked at $557K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Invesco S&P SmallCap High Dividend Low Volatility ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.