GK
XSHD icon

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
Q2 		$52.9K Sell
3,743
-260
-6% -$3.54K 0.02% 159
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

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

Graney & King's XSHD Position: Q2 2026 in Review

Graney & King reduced its Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) stake by 6.5% in Q2 2026, selling an estimated $3.54K and leaving 3,743 shares worth $52.9K. The position accounts for 0.02% of the portfolio, ranked #159.

Graney & King first reported a position in XSHD in Q3 2025 and has held it in 4 quarters since. The position peaked at $53.5K in Q3 2025. 36 funds tracked by Wall St. Rank hold XSHD as of Q2 2026.

  • Graney & King held 3,743 shares of Invesco S&P SmallCap High Dividend Low Volatility ETF worth $52.9K as of Q2 2026.
  • Graney & King sold 260 Invesco S&P SmallCap High Dividend Low Volatility ETF shares in Q2 2026, an estimated $3.54K.
  • Invesco S&P SmallCap High Dividend Low Volatility ETF made up 0.02% of Graney & King's portfolio in Q2 2026, its #159 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 4 quarters since.
  • Graney & King's Invesco S&P SmallCap High Dividend Low Volatility ETF position peaked at $53.5K in Q3 2025.
  • 36 funds tracked by Wall St. Rank held Invesco S&P SmallCap High Dividend Low Volatility ETF as of Q2 2026.

Based on Graney & King's 13F filing for Q2 2026, filed 7 Aug 2026.