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

Consultiva Wealth Management’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	$20.3K	Hold	1,545	–	–	0.06%	161
2025 Q4	$19.8K	Hold	1,545	–	–	0.06%	157
2025 Q3	$20.7K	Hold	1,545	–	–	0.06%	158
2025 Q2	$20.8K	Hold	1,545	–	–	0.06%	160
2025 Q1	$21.4K	Hold	1,545	–	–	0.07%	151
2024 Q4	$22.5K	Hold	1,545	–	–	0.11%	93
2024 Q3	$23.8K	Hold	1,545	–	–	0.19%	19
2024 Q2	$22.1K	Hold	1,545	–	–	0.2%	18
2024 Q1	$23.8K	Buy	+1,545	New	+$23.8K	0.22%	15
2023 Q3	$23.1K	Hold	1,545	–	–	0.59%	18
2023 Q2	$25K	Hold	1,545	–	–	0.63%	19
2023 Q1	$25.8K	Hold	1,545	–	–	0.66%	19
2022 Q4	$26.7K	Hold	1,545	–	–	0.7%	20
2022 Q3	$25K	Hold	1,545	–	–	0.7%	20
2022 Q2	$30K	Hold	1,545	–	–	0.84%	21
2022 Q1	$34K	Hold	1,545	–	–	0.82%	19
2021 Q4	$35K	Hold	1,545	–	–	0.8%	20
2021 Q3	$34K	Buy	+1,545	New	+$35.1K	0.78%	20

Other funds holding XSHD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CWP

Concord Wealth Partners Abingdon, Virginia $770M AUM 18.25% 1-Year Est. Return

CAMV

Concord Asset Management (Virginia) Abingdon, Virginia $592M AUM 18.59% 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

COWA LLC Tulsa, Oklahoma $371M AUM 22.68% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return

Consultiva Wealth Management's XSHD Position: Q1 2026 in Review

Consultiva Wealth Management held its Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) position steady in Q1 2026 at 1,545 shares worth $20.3K. The position accounts for 0.06% of the portfolio, ranked #161.

Consultiva Wealth Management first reported a position in XSHD in Q3 2021 and has held it in 18 quarters since. The position peaked at $35K in Q4 2021. 34 funds tracked by Wall St. Rank hold XSHD as of Q1 2026.

Consultiva Wealth Management held 1,545 shares of Invesco S&P SmallCap High Dividend Low Volatility ETF worth $20.3K as of Q1 2026.
Consultiva Wealth Management left its Invesco S&P SmallCap High Dividend Low Volatility ETF share count unchanged in Q1 2026.
Invesco S&P SmallCap High Dividend Low Volatility ETF made up 0.06% of Consultiva Wealth Management's portfolio in Q1 2026, its #161 holding.
Consultiva Wealth Management first reported a position in Invesco S&P SmallCap High Dividend Low Volatility ETF in Q3 2021 and has held it in 18 quarters since.
Consultiva Wealth Management's Invesco S&P SmallCap High Dividend Low Volatility ETF position peaked at $35K in Q4 2021.
34 funds tracked by Wall St. Rank held Invesco S&P SmallCap High Dividend Low Volatility ETF as of Q1 2026.

Based on Consultiva Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.