Cetera Advisor Networks’s Invesco S&P SmallCap High Dividend Low Volatility ETF XSHD Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$276K	Buy	17,880 +3,875	+28%	+$59.6K	﹤0.01%	2354
2023 Q4	$231K	Buy	14,005 +230	+2%	+$3.46K	﹤0.01%	2423
2023 Q3	$206K	Buy	13,775 +1,930	+16%	+$30.7K	﹤0.01%	2411
2023 Q2	$192K	Sell	11,845 -350	-3%	-$5.56K	﹤0.01%	2361
2023 Q1	$204K	Buy	12,195 +350	+3%	+$6.31K	﹤0.01%	2311
2022 Q4	$205K	Sell	11,845 -1	-0%	-$18	﹤0.01%	2247
2022 Q3	$190K	Sell	11,846 -5,689	-32%	-$110K	﹤0.01%	1874
2022 Q2	$349K	Buy	+17,535	New	+$365K	﹤0.01%	1520

Other funds holding XSHD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

COWA LLC Tulsa, Oklahoma $399M AUM 25.74% 1-Year Est. Return

Cetera Advisor Networks's XSHD Position: Q1 2024 in Review

Cetera Advisor Networks increased its Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) stake by 28% in Q1 2024, buying an estimated $59.6K and bringing the position to 17,880 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #2354.

Cetera Advisor Networks first reported a position in XSHD in Q2 2022 and has held it in 8 quarters since. The position peaked at $349K in Q2 2022. 20 funds tracked by Wall St. Rank hold XSHD as of Q1 2024.

Cetera Advisor Networks held 17,880 shares of Invesco S&P SmallCap High Dividend Low Volatility ETF worth $276K as of Q1 2024.
Cetera Advisor Networks bought 3,875 Invesco S&P SmallCap High Dividend Low Volatility ETF shares in Q1 2024, an estimated $59.6K.
Invesco S&P SmallCap High Dividend Low Volatility ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2354 holding.
Cetera Advisor Networks first reported a position in Invesco S&P SmallCap High Dividend Low Volatility ETF in Q2 2022 and has held it in 8 quarters since.
Cetera Advisor Networks's Invesco S&P SmallCap High Dividend Low Volatility ETF position peaked at $349K in Q2 2022.
20 funds tracked by Wall St. Rank held Invesco S&P SmallCap High Dividend Low Volatility ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.