Cetera Investment Advisers
XSHD icon

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
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
CL
COWA LLC Tulsa, Oklahoma $399M AUM 25.74% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Cetera Investment Advisers's XSHD Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) stake by 31% in Q1 2026, selling an estimated $253K and leaving 42,351 shares worth $556K. The position accounts for ﹤0.01% of the portfolio, ranked #3409.

Cetera Investment Advisers first reported a position in XSHD in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.18M in Q1 2025. 34 funds tracked by Wall St. Rank hold XSHD as of Q1 2026.

  • Cetera Investment Advisers held 42,351 shares of Invesco S&P SmallCap High Dividend Low Volatility ETF worth $556K as of Q1 2026.
  • Cetera Investment Advisers sold 18,859 Invesco S&P SmallCap High Dividend Low Volatility ETF shares in Q1 2026, an estimated $253K.
  • Invesco S&P SmallCap High Dividend Low Volatility ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3409 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 7 quarters since.
  • Cetera Investment Advisers's Invesco S&P SmallCap High Dividend Low Volatility ETF position peaked at $1.18M in Q1 2025.
  • 34 funds tracked by Wall St. Rank held Invesco S&P SmallCap High Dividend Low Volatility ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.