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Dynamic Advisor Solutions’s Invesco S&P SmallCap High Dividend Low Volatility ETF XSHD Stock Holding History

Dynamic Advisor Solutions’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
2022
Q3 		– Sell
-21,734
Closed -$432K – 744
2022
Q2 		$432K Buy
+21,734
New +$452K 0.03% 439

Other funds holding XSHD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM

Dynamic Advisor Solutions's XSHD Position: Q3 2022 in Review

Dynamic Advisor Solutions sold out of Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) in Q3 2022, closing a stake of 21,734 shares — an estimated $432K sold.

Dynamic Advisor Solutions first reported a position in XSHD in Q2 2022 and held it in 1 quarter. The position peaked at $432K in Q2 2022. 15 funds tracked by Wall St. Rank hold XSHD as of Q3 2022.

  • Dynamic Advisor Solutions reported no remaining Invesco S&P SmallCap High Dividend Low Volatility ETF position as of Q3 2022 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 21,734 Invesco S&P SmallCap High Dividend Low Volatility ETF shares in Q3 2022, an estimated $432K.
  • Dynamic Advisor Solutions first reported a position in Invesco S&P SmallCap High Dividend Low Volatility ETF in Q2 2022 and held it in 1 quarter.
  • Dynamic Advisor Solutions's Invesco S&P SmallCap High Dividend Low Volatility ETF position peaked at $432K in Q2 2022.
  • 15 funds tracked by Wall St. Rank held Invesco S&P SmallCap High Dividend Low Volatility ETF as of Q3 2022.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2022, filed 20 Oct 2022.