GRP
XSHD icon

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
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
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return
IP
Indivisible Partners Clearwater, Florida $1.77B AUM

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. 18 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.
  • 18 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.