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

Graney & King’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
Q1 		$52.5K Hold
4,003
– – 0.03% 140
2025
Q4 		$51.3K Buy
4,003
+18
+0.5% +$233 0.03% 137
2025
Q3 		$53.5K Buy
+3,985
New +$53.8K 0.04% 125

Other funds holding XSHD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $770M AUM 18.25% 1-Year Est. Return
CAMV
Concord Asset Management (Virginia) Abingdon, Virginia $592M AUM 18.59% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
CL
COWA LLC Tulsa, Oklahoma $371M AUM 22.68% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return

Graney & King's XSHD Position: Q1 2026 in Review

Graney & King held its Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) position steady in Q1 2026 at 4,003 shares worth $52.5K. The position accounts for 0.03% of the portfolio, ranked #140.

Graney & King first reported a position in XSHD in Q3 2025 and has held it in 3 quarters since. The position peaked at $53.5K in Q3 2025. 34 funds tracked by Wall St. Rank hold XSHD as of Q1 2026.

  • Graney & King held 4,003 shares of Invesco S&P SmallCap High Dividend Low Volatility ETF worth $52.5K as of Q1 2026.
  • Graney & King left its Invesco S&P SmallCap High Dividend Low Volatility ETF share count unchanged in Q1 2026.
  • Invesco S&P SmallCap High Dividend Low Volatility ETF made up 0.03% of Graney & King's portfolio in Q1 2026, its #140 holding.
  • Graney & King first reported a position in Invesco S&P SmallCap High Dividend Low Volatility ETF in Q3 2025 and has held it in 3 quarters since.
  • Graney & King's Invesco S&P SmallCap High Dividend Low Volatility ETF position peaked at $53.5K in Q3 2025.
  • 34 funds tracked by Wall St. Rank held Invesco S&P SmallCap High Dividend Low Volatility ETF as of Q1 2026.

Based on Graney & King's 13F filing for Q1 2026, filed 18 May 2026.