HGERS
XSHD icon

Householder Group Estate & Retirement Specialist’s Invesco S&P SmallCap High Dividend Low Volatility ETF XSHD Stock Holding History

Householder Group Estate & Retirement Specialist’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
2023
Q1 		$7K Buy
+390
New +$7.04K ﹤0.01% 899
2022
Q4 		– Sell
-390
Closed -$6K – 1195
2022
Q3 		$6K Buy
+390
New +$7.57K ﹤0.01% 849

Other funds holding XSHD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $299M AUM 41.44% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's XSHD Position: Q1 2023 in Review

Householder Group Estate & Retirement Specialist opened a new position in Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) in Q1 2023: 390 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #899 among its holdings. This is a return to the name: Householder Group Estate & Retirement Specialist previously reported a position in XSHD as recently as Q3 2022.

Householder Group Estate & Retirement Specialist first reported a position in XSHD in Q3 2022 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold XSHD as of Q1 2023.

  • Householder Group Estate & Retirement Specialist held 390 shares of Invesco S&P SmallCap High Dividend Low Volatility ETF worth $7K as of Q1 2023.
  • Invesco S&P SmallCap High Dividend Low Volatility ETF was a new Householder Group Estate & Retirement Specialist position in Q1 2023.
  • Invesco S&P SmallCap High Dividend Low Volatility ETF made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q1 2023, its #899 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Invesco S&P SmallCap High Dividend Low Volatility ETF in Q3 2022 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held Invesco S&P SmallCap High Dividend Low Volatility ETF as of Q1 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2023, filed 13 Apr 2023.