EF
XSHD icon

Elite Financial’s Invesco S&P SmallCap High Dividend Low Volatility ETF XSHD Stock Holding History

Elite Financial’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
2025
Q3 		– Sell
-20,250
Closed -$265K – 54
2025
Q2 		$265K Sell
20,250
-3,500
-15% -$46.1K 0.13% 46
2025
Q1 		$329K Hold
23,750
– – 0.17% 42
2024
Q4 		$345K Buy
+23,750
New +$359K 0.19% 40

Other funds holding XSHD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
CL
COWA LLC Tulsa, Oklahoma $399M AUM 25.74% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Elite Financial's XSHD Position: Q3 2025 in Review

Elite Financial sold out of Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) in Q3 2025, closing a stake of 20,250 shares — an estimated $265K sold.

Elite Financial first reported a position in XSHD in Q4 2024 and held it in 3 quarters. The position peaked at $345K in Q4 2024. 33 funds tracked by Wall St. Rank hold XSHD as of Q3 2025.

  • Elite Financial reported no remaining Invesco S&P SmallCap High Dividend Low Volatility ETF position as of Q3 2025 after selling out during the quarter.
  • Elite Financial sold 20,250 Invesco S&P SmallCap High Dividend Low Volatility ETF shares in Q3 2025, an estimated $265K.
  • Elite Financial first reported a position in Invesco S&P SmallCap High Dividend Low Volatility ETF in Q4 2024 and held it in 3 quarters.
  • Elite Financial's Invesco S&P SmallCap High Dividend Low Volatility ETF position peaked at $345K in Q4 2024.
  • 33 funds tracked by Wall St. Rank held Invesco S&P SmallCap High Dividend Low Volatility ETF as of Q3 2025.

Based on Elite Financial's 13F filing for Q3 2025, filed 14 Nov 2025.