Concord Asset Management (Virginia)’s Invesco S&P SmallCap High Dividend Low Volatility ETF XSHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.86M Buy
2025
Q1
$1.31M Buy
2024
Q4
$1.1M Buy
2024
Q3
$587K Buy
2024
Q2
$468K Buy
2024
Q1
$427K Buy