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

IFP Advisors’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	$12.8K	Hold	1,000	–	–	﹤0.01%	3229
2026 Q2	$14.1K	Hold	1,000	–	–	﹤0.01%	3180
2026 Q1	$13.1K	Hold	1,000	–	–	﹤0.01%	3024
2025 Q4	$12.8K	Hold	1,000	–	–	﹤0.01%	2941
2025 Q3	$13.4K	Buy	+1,000	New	+$13.5K	﹤0.01%	2760
2024 Q3	–	Sell	-300	Closed	-$4.29K	–	3459
2024 Q2	$4.29K	Hold	300	–	–	﹤0.01%	2617
2024 Q1	$4.63K	Hold	300	–	–	﹤0.01%	2473
2023 Q4	$4.94K	Buy	+300	New	+$4.51K	﹤0.01%	2431

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

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

Rossby Financial Melbourne, Florida $673M AUM 21.47% 1-Year Est. Return

IFP Advisors's XSHD Position: Q3 2026 in Review

IFP Advisors held its Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) position steady in Q3 2026 at 1,000 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3229.

IFP Advisors first reported a position in XSHD in Q4 2023 and has held it in 8 quarters since. The position peaked at $14.1K in Q2 2026. 18 funds tracked by Wall St. Rank hold XSHD as of Q3 2026.

IFP Advisors held 1,000 shares of Invesco S&P SmallCap High Dividend Low Volatility ETF worth $12.8K as of Q3 2026.
IFP Advisors left its Invesco S&P SmallCap High Dividend Low Volatility ETF share count unchanged in Q3 2026.
Invesco S&P SmallCap High Dividend Low Volatility ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3229 holding.
IFP Advisors first reported a position in Invesco S&P SmallCap High Dividend Low Volatility ETF in Q4 2023 and has held it in 8 quarters since.
IFP Advisors's Invesco S&P SmallCap High Dividend Low Volatility ETF position peaked at $14.1K in Q2 2026.
18 funds tracked by Wall St. Rank held Invesco S&P SmallCap High Dividend Low Volatility ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.