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XSHD icon

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
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

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

Eagle Bluffs Wealth Management's XSHD Position: Q2 2026 in Review

Eagle Bluffs Wealth Management held its Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) position steady in Q2 2026 at 10,549 shares worth $149K. The position accounts for 0.05% of the portfolio, ranked #86.

Eagle Bluffs Wealth Management first reported a position in XSHD in Q1 2023 and has held it in 10 quarters since. The position peaked at $226K in Q1 2023. 36 funds tracked by Wall St. Rank hold XSHD as of Q2 2026.

  • Eagle Bluffs Wealth Management held 10,549 shares of Invesco S&P SmallCap High Dividend Low Volatility ETF worth $149K as of Q2 2026.
  • Eagle Bluffs 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 Eagle Bluffs Wealth Management's portfolio in Q2 2026, its #86 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 10 quarters since.
  • Eagle Bluffs Wealth Management's Invesco S&P SmallCap High Dividend Low Volatility ETF position peaked at $226K in Q1 2023.
  • 36 funds tracked by Wall St. Rank held Invesco S&P SmallCap High Dividend Low Volatility ETF as of Q2 2026.

Based on Eagle Bluffs Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.