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

Eagle Bluffs 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	$138K	Sell	10,549 -1,570	-13%	-$21K	0.05%	80
2025 Q4	$155K	Buy	12,119 +1,554	+15%	+$20.1K	0.06%	80
2025 Q3	$142K	Buy	10,565 +80	+0.8%	+$1.08K	0.06%	77
2025 Q2	$141K	Buy	10,485 +215	+2%	+$2.83K	0.07%	74
2025 Q1	$143K	Buy	+10,270	New	+$147K	0.08%	77
2024 Q4	–	Sell	-10,214	Closed	-$157K	–	76
2024 Q3	$157K	Sell	10,214 -33	-0.3%	-$502	0.08%	72
2024 Q2	$146K	Buy	+10,247	New	+$150K	0.09%	73
2023 Q3	–	Sell	-13,432	Closed	-$217K	–	74
2023 Q2	$217K	Sell	13,432 -82	-0.6%	-$1.3K	0.17%	65
2023 Q1	$226K	Buy	+13,514	New	+$244K	0.19%	63

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

Eagle Bluffs Wealth Management's XSHD Position: Q1 2026 in Review

Eagle Bluffs Wealth Management reduced its Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) stake by 13% in Q1 2026, selling an estimated $21K and leaving 10,549 shares worth $138K. The position accounts for 0.05% of the portfolio, ranked #80.

Eagle Bluffs Wealth Management first reported a position in XSHD in Q1 2023 and has held it in 9 quarters since. The position peaked at $226K in Q1 2023. 34 funds tracked by Wall St. Rank hold XSHD as of Q1 2026.

Eagle Bluffs Wealth Management held 10,549 shares of Invesco S&P SmallCap High Dividend Low Volatility ETF worth $138K as of Q1 2026.
Eagle Bluffs Wealth Management sold 1,570 Invesco S&P SmallCap High Dividend Low Volatility ETF shares in Q1 2026, an estimated $21K.
Invesco S&P SmallCap High Dividend Low Volatility ETF made up 0.05% of Eagle Bluffs Wealth Management's portfolio in Q1 2026, its #80 holding.
Eagle Bluffs Wealth Management first reported a position in Invesco S&P SmallCap High Dividend Low Volatility ETF in Q1 2023 and has held it in 9 quarters since.
Eagle Bluffs Wealth Management's Invesco S&P SmallCap High Dividend Low Volatility ETF position peaked at $226K in Q1 2023.
34 funds tracked by Wall St. Rank held Invesco S&P SmallCap High Dividend Low Volatility ETF as of Q1 2026.

Based on Eagle Bluffs Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.