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 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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

COWA LLC Tulsa, Oklahoma $399M AUM 25.74% 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

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

IFP Advisors's XSHD Position: Q2 2026 in Review

IFP Advisors held its Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) position steady in Q2 2026 at 1,000 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3180.

IFP Advisors first reported a position in XSHD in Q4 2023 and has held it in 7 quarters since. 19 funds tracked by Wall St. Rank hold XSHD as of Q2 2026.

IFP Advisors held 1,000 shares of Invesco S&P SmallCap High Dividend Low Volatility ETF worth $14.1K as of Q2 2026.
IFP Advisors left its Invesco S&P SmallCap High Dividend Low Volatility ETF share count unchanged in Q2 2026.
Invesco S&P SmallCap High Dividend Low Volatility ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3180 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 7 quarters since.
19 funds tracked by Wall St. Rank held Invesco S&P SmallCap High Dividend Low Volatility ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.