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

Cetera Investment Advisers’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	$557K	Sell	39,473 -2,878	-7%	-$39.2K	﹤0.01%	3594
2026 Q1	$556K	Sell	42,351 -18,859	-31%	-$253K	﹤0.01%	3409
2025 Q4	$784K	Sell	61,210 -23,451	-28%	-$303K	﹤0.01%	3044
2025 Q3	$1.14M	Buy	84,661 +5,060	+6%	+$68.4K	﹤0.01%	2668
2025 Q2	$1.07M	Sell	79,601 -5,445	-6%	-$71.7K	﹤0.01%	2324
2025 Q1	$1.18M	Buy	+85,046	New	+$1.22M	﹤0.01%	2132
2024 Q3	–	Sell	-22,211	Closed	-$317K	–	3927
2024 Q2	$317K	Sell	22,211 -339	-2%	-$4.97K	﹤0.01%	2986
2024 Q1	$348K	Buy	+22,550	New	+$347K	﹤0.01%	2909

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

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

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

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

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Cetera Investment Advisers's XSHD Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) stake by 6.8% in Q2 2026, selling an estimated $39.2K and leaving 39,473 shares worth $557K. The position accounts for ﹤0.01% of the portfolio, ranked #3594.

Cetera Investment Advisers first reported a position in XSHD in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.18M in Q1 2025. 35 funds tracked by Wall St. Rank hold XSHD as of Q2 2026.

Cetera Investment Advisers held 39,473 shares of Invesco S&P SmallCap High Dividend Low Volatility ETF worth $557K as of Q2 2026.
Cetera Investment Advisers sold 2,878 Invesco S&P SmallCap High Dividend Low Volatility ETF shares in Q2 2026, an estimated $39.2K.
Invesco S&P SmallCap High Dividend Low Volatility ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3594 holding.
Cetera Investment Advisers first reported a position in Invesco S&P SmallCap High Dividend Low Volatility ETF in Q1 2024 and has held it in 8 quarters since.
Cetera Investment Advisers's Invesco S&P SmallCap High Dividend Low Volatility ETF position peaked at $1.18M in Q1 2025.
35 funds tracked by Wall St. Rank held Invesco S&P SmallCap High Dividend Low Volatility ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.