GIA
XSHD icon

GHP Investment Advisors’s Invesco S&P SmallCap High Dividend Low Volatility ETF XSHD Stock Holding History

GHP Investment Advisors’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
2024
Q3 		– Sell
-175
Closed -$2.5K – 1084
2024
Q2 		$2.5K Buy
+175
New +$2.56K ﹤0.01% 839

Other funds holding XSHD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
CAMV
Concord Asset Management (Virginia) Abingdon, Virginia $646M AUM 25.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $299M AUM 41.44% 1-Year Est. Return

GHP Investment Advisors's XSHD Position: Q3 2024 in Review

GHP Investment Advisors sold out of Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) in Q3 2024, closing a stake of 175 shares — an estimated $2.5K sold.

GHP Investment Advisors first reported a position in XSHD in Q2 2024 and held it in 1 quarter. The position peaked at $2.5K in Q2 2024. 21 funds tracked by Wall St. Rank hold XSHD as of Q3 2024.

  • GHP Investment Advisors reported no remaining Invesco S&P SmallCap High Dividend Low Volatility ETF position as of Q3 2024 after selling out during the quarter.
  • GHP Investment Advisors sold 175 Invesco S&P SmallCap High Dividend Low Volatility ETF shares in Q3 2024, an estimated $2.5K.
  • GHP Investment Advisors first reported a position in Invesco S&P SmallCap High Dividend Low Volatility ETF in Q2 2024 and held it in 1 quarter.
  • GHP Investment Advisors's Invesco S&P SmallCap High Dividend Low Volatility ETF position peaked at $2.5K in Q2 2024.
  • 21 funds tracked by Wall St. Rank held Invesco S&P SmallCap High Dividend Low Volatility ETF as of Q3 2024.

Based on GHP Investment Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.