Global Retirement Partners’s Invesco S&P SmallCap High Dividend Low Volatility ETF XSHD Stock Holding History

Global Retirement Partners’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	$403K	Buy	+28,513	New	+$388K	0.01%	1137
2025 Q4	–	Sell	-15,972	Closed	-$214K	–	4439
2025 Q3	$214K	Buy	15,972 +7,052	+79%	+$95.3K	﹤0.01%	1133
2025 Q2	$120K	Buy	+8,920	New	+$117K	﹤0.01%	1340
2024 Q4	$133K	Sell	9,156 -7,431	-45%	-$112K	﹤0.01%	1135
2024 Q3	$256K	Buy	16,587 +1,161	+8%	+$17.7K	0.01%	830
2024 Q2	$220K	Buy	15,426 +1,576	+11%	+$23.1K	0.01%	849
2024 Q1	$214K	Buy	13,850 +3,148	+29%	+$48.4K	0.01%	771
2023 Q4	$168K	Buy	10,702 +746	+7%	+$11.2K	0.01%	828
2023 Q3	$143K	Buy	9,956 +112	+1%	+$1.78K	0.01%	799
2023 Q2	$159K	Buy	9,844 +75	+0.8%	+$1.19K	0.01%	779
2023 Q1	$153K	Buy	9,769 +6,357	+186%	+$115K	0.01%	771
2022 Q4	$59K	Buy	3,412 +1,012	+42%	+$17.8K	﹤0.01%	1014
2022 Q3	$43K	Buy	+2,400	New	+$46.6K	﹤0.01%	1079

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Global Retirement Partners's XSHD Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) in Q2 2026: 28,513 shares worth $403K. The stake represents 0.01% of the portfolio and ranks #1137 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in XSHD as recently as Q3 2025.

Global Retirement Partners first reported a position in XSHD in Q3 2022 and has held it in 13 quarters since. 35 funds tracked by Wall St. Rank hold XSHD as of Q2 2026.

Global Retirement Partners held 28,513 shares of Invesco S&P SmallCap High Dividend Low Volatility ETF worth $403K as of Q2 2026.
Invesco S&P SmallCap High Dividend Low Volatility ETF was a new Global Retirement Partners position in Q2 2026.
Invesco S&P SmallCap High Dividend Low Volatility ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1137 holding.
Global Retirement Partners first reported a position in Invesco S&P SmallCap High Dividend Low Volatility ETF in Q3 2022 and has held it in 13 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 Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.