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

IFG Advisory’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 Q3	$19.3K	Buy	+1,500	New	+$21.1K	﹤0.01%	1627

Other funds holding XSHD

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Concord Wealth Partners Abingdon, Virginia $860M AUM 17.87% 1-Year Est. Return

Concord Asset Management (Virginia) Abingdon, Virginia $652M AUM 19.04% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

COWA LLC Tulsa, Oklahoma $410M AUM 17.75% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

Global Retirement Partners San Rafael, California $7.1B AUM

Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Indivisible Partners Clearwater, Florida $2.18B AUM 33.61% 1-Year Est. Return

IFG Advisory's XSHD Position: Q3 2026 in Review

IFG Advisory opened a new position in Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) in Q3 2026: 1,500 shares worth $19.3K. The stake represents ﹤0.01% of the portfolio and ranks #1627 among its holdings.

24 funds tracked by Wall St. Rank hold XSHD as of Q3 2026.

IFG Advisory held 1,500 shares of Invesco S&P SmallCap High Dividend Low Volatility ETF worth $19.3K as of Q3 2026.
Invesco S&P SmallCap High Dividend Low Volatility ETF was a new IFG Advisory position in Q3 2026.
Invesco S&P SmallCap High Dividend Low Volatility ETF made up ﹤0.01% of IFG Advisory's portfolio in Q3 2026, its #1627 holding.
24 funds tracked by Wall St. Rank held Invesco S&P SmallCap High Dividend Low Volatility ETF as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.