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

Fidelity Investments’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 		$1.46K Buy
+104
New +$1.42K ﹤0.01% 5193
2025
Q3 		– Sell
-11
Closed -$148 – 5602
2025
Q2 		$148 Buy
11
+10
+1,000% +$132 ﹤0.01% 5115
2025
Q1 		$14 Sell
1
-4
-80% -$57 ﹤0.01% 5237
2024
Q4 		$75 Buy
5
+2
+67% +$30 ﹤0.01% 5145
2024
Q3 		$46 Buy
+3
New +$46 ﹤0.01% 5212
2020
Q2 		– Sell
-1
Closed – – 4230
2020
Q1 		$0 Buy
+1
New +$21 ﹤0.01% 4324
2018
Q4 		– Sell
-4
Closed – – 4236
2018
Q3 		$0 Buy
+4
New +$106 ﹤0.01% 3829

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

Fidelity Investments's XSHD Position: Q2 2026 in Review

Fidelity Investments opened a new position in Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) in Q2 2026: 104 shares worth $1.46K. The stake represents ﹤0.01% of the portfolio and ranks #5193 among its holdings. This is a return to the name: Fidelity Investments previously reported a position in XSHD as recently as Q2 2025.

Fidelity Investments first reported a position in XSHD in Q3 2018 and has held it in 7 quarters since. 35 funds tracked by Wall St. Rank hold XSHD as of Q2 2026.

  • Fidelity Investments held 104 shares of Invesco S&P SmallCap High Dividend Low Volatility ETF worth $1.46K as of Q2 2026.
  • Invesco S&P SmallCap High Dividend Low Volatility ETF was a new Fidelity Investments position in Q2 2026.
  • Invesco S&P SmallCap High Dividend Low Volatility ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #5193 holding.
  • Fidelity Investments first reported a position in Invesco S&P SmallCap High Dividend Low Volatility ETF in Q3 2018 and has held it in 7 quarters since.
  • 35 funds tracked by Wall St. Rank held Invesco S&P SmallCap High Dividend Low Volatility ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.