CWM
XSHD icon

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
Q2 		$21.8K Hold
1,545
– – 0.05% 170
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

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 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
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CL
COWA LLC Tulsa, Oklahoma $399M AUM 25.74% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM

Consultiva Wealth Management's XSHD Position: Q2 2026 in Review

Consultiva Wealth Management held its Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) position steady in Q2 2026 at 1,545 shares worth $21.8K. The position accounts for 0.05% of the portfolio, ranked #170.

Consultiva Wealth Management first reported a position in XSHD in Q3 2021 and has held it in 19 quarters since. The position peaked at $35K in Q4 2021. 36 funds tracked by Wall St. Rank hold XSHD as of Q2 2026.

  • Consultiva Wealth Management held 1,545 shares of Invesco S&P SmallCap High Dividend Low Volatility ETF worth $21.8K as of Q2 2026.
  • Consultiva Wealth Management left its Invesco S&P SmallCap High Dividend Low Volatility ETF share count unchanged in Q2 2026.
  • Invesco S&P SmallCap High Dividend Low Volatility ETF made up 0.05% of Consultiva Wealth Management's portfolio in Q2 2026, its #170 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 19 quarters since.
  • Consultiva Wealth Management's Invesco S&P SmallCap High Dividend Low Volatility ETF position peaked at $35K in Q4 2021.
  • 36 funds tracked by Wall St. Rank held Invesco S&P SmallCap High Dividend Low Volatility ETF as of Q2 2026.

Based on Consultiva Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.