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
2026 Q3	$2.31M	Buy	179,927 +5,287	+3%	+$74.5K	0.27%	85
2026 Q2	$2.47M	Sell	174,640 -4,041	-2%	-$55K	0.28%	85
2026 Q1	$2.34M	Buy	178,681 +31,482	+21%	+$422K	0.3%	83
2025 Q4	$1.89M	Buy	147,199 +4,227	+3%	+$54.7K	0.25%	91
2025 Q3	$1.92M	Buy	142,972 +5,038	+4%	+$68.1K	0.26%	86
2025 Q2	$1.86M	Buy	137,934 +40,666	+42%	+$535K	0.27%	88
2025 Q1	$1.35M	Buy	97,268 +21,977	+29%	+$315K	0.22%	99
2024 Q4	$1.1M	Buy	75,291 +39,803	+112%	+$601K	0.18%	102
2024 Q3	$547K	Buy	35,488 +2,142	+6%	+$32.6K	0.09%	131
2024 Q2	$477K	Buy	33,346 +4,605	+16%	+$67.5K	0.08%	141
2024 Q1	$443K	Buy	+28,741	New	+$442K	0.08%	150

Other funds holding XSHD

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Concord Asset Management (Virginia) Abingdon, Virginia $652M AUM 19.04% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

COWA LLC Tulsa, Oklahoma $410M AUM 17.75% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Indivisible Partners Clearwater, Florida $2.18B AUM 33.61% 1-Year Est. Return

Rossby Financial Melbourne, Florida $673M AUM 21.47% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Concord Wealth Partners's XSHD Position: Q3 2026 in Review

Concord Wealth Partners increased its Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) stake by 3% in Q3 2026, buying an estimated $74.5K and bringing the position to 179,927 shares worth $2.31M. The position accounts for 0.27% of the portfolio, ranked #85.

Concord Wealth Partners first reported a position in XSHD in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.47M in Q2 2026. 18 funds tracked by Wall St. Rank hold XSHD as of Q3 2026.

Concord Wealth Partners held 179,927 shares of Invesco S&P SmallCap High Dividend Low Volatility ETF worth $2.31M as of Q3 2026.
Concord Wealth Partners bought 5,287 Invesco S&P SmallCap High Dividend Low Volatility ETF shares in Q3 2026, an estimated $74.5K.
Invesco S&P SmallCap High Dividend Low Volatility ETF made up 0.27% of Concord Wealth Partners's portfolio in Q3 2026, its #85 holding.
Concord Wealth Partners first reported a position in Invesco S&P SmallCap High Dividend Low Volatility ETF in Q1 2024 and has held it in 11 quarters since.
Concord Wealth Partners's Invesco S&P SmallCap High Dividend Low Volatility ETF position peaked at $2.47M in Q2 2026.
18 funds tracked by Wall St. Rank held Invesco S&P SmallCap High Dividend Low Volatility ETF as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.