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IHT Wealth Management’s Invesco S&P SmallCap High Dividend Low Volatility ETF XSHD Stock Holding History

IHT Wealth Management’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
Q1 		$1.98M Buy
151,132
+125,193
+483% +$1.68M 0.05% 376
2025
Q4 		$332K Buy
25,939
+466
+2% +$6.03K 0.01% 926
2025
Q3 		$342K Buy
25,473
+4,212
+20% +$56.9K 0.01% 878
2025
Q2 		$286K Buy
21,261
+148
+0.7% +$1.95K 0.01% 909
2025
Q1 		$293K Sell
21,113
-3,996
-16% -$57.3K 0.01% 868
2024
Q4 		$365K Buy
+25,109
New +$379K 0.01% 793

Other funds holding XSHD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
CL
COWA LLC Tulsa, Oklahoma $399M AUM 25.74% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

IHT Wealth Management's XSHD Position: Q1 2026 in Review

IHT Wealth Management increased its Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) stake by 483% in Q1 2026, buying an estimated $1.68M and bringing the position to 151,132 shares worth $1.98M. The position accounts for 0.05% of the portfolio, ranked #376.

IHT Wealth Management first reported a position in XSHD in Q4 2024 and has held it in 6 quarters since. 34 funds tracked by Wall St. Rank hold XSHD as of Q1 2026.

  • IHT Wealth Management held 151,132 shares of Invesco S&P SmallCap High Dividend Low Volatility ETF worth $1.98M as of Q1 2026.
  • IHT Wealth Management bought 125,193 Invesco S&P SmallCap High Dividend Low Volatility ETF shares in Q1 2026, an estimated $1.68M.
  • Invesco S&P SmallCap High Dividend Low Volatility ETF made up 0.05% of IHT Wealth Management's portfolio in Q1 2026, its #376 holding.
  • IHT Wealth Management first reported a position in Invesco S&P SmallCap High Dividend Low Volatility ETF in Q4 2024 and has held it in 6 quarters since.
  • 34 funds tracked by Wall St. Rank held Invesco S&P SmallCap High Dividend Low Volatility ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.