Concord Wealth Partners’s Invesco S&P SmallCap High Dividend Low Volatility ETF XSHD Stock Holding History

Concord Wealth Partners’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
2025 Q2	$1.86M	Buy
2025 Q1	$1.35M	Buy
2024 Q4	$1.1M	Buy
2024 Q3	$547K	Buy
2024 Q2	$477K	Buy
2024 Q1	$443K	Buy