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 Q3	$153K	Buy	11,891 +1,342	+13%	+$18.9K	0.05%	85
2026 Q2	$149K	Hold	10,549	–	–	0.05%	86
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

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

Concord Wealth Partners Abingdon, Virginia $860M AUM 17.87% 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

Global Retirement Partners San Rafael, California $7.1B AUM

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

Eagle Bluffs Wealth Management's XSHD Position: Q3 2026 in Review

Eagle Bluffs Wealth Management increased its Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) stake by 13% in Q3 2026, buying an estimated $18.9K and bringing the position to 11,891 shares worth $153K. The position accounts for 0.05% of the portfolio, ranked #85.

Eagle Bluffs Wealth Management first reported a position in XSHD in Q1 2023 and has held it in 11 quarters since. The position peaked at $226K in Q1 2023. 23 funds tracked by Wall St. Rank hold XSHD as of Q3 2026.

Eagle Bluffs Wealth Management held 11,891 shares of Invesco S&P SmallCap High Dividend Low Volatility ETF worth $153K as of Q3 2026.
Eagle Bluffs Wealth Management bought 1,342 Invesco S&P SmallCap High Dividend Low Volatility ETF shares in Q3 2026, an estimated $18.9K.
Invesco S&P SmallCap High Dividend Low Volatility ETF made up 0.05% of Eagle Bluffs Wealth Management's portfolio in Q3 2026, its #85 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 11 quarters since.
Eagle Bluffs Wealth Management's Invesco S&P SmallCap High Dividend Low Volatility ETF position peaked at $226K in Q1 2023.
23 funds tracked by Wall St. Rank held Invesco S&P SmallCap High Dividend Low Volatility ETF as of Q3 2026.

Based on Eagle Bluffs Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.