IWM
XSHD icon

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
Q2 		$2.2M Buy
155,940
+4,808
+3% +$65.5K 0.05% 369
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

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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CL
COWA LLC Tulsa, Oklahoma $399M AUM 25.74% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

IHT Wealth Management's XSHD Position: Q2 2026 in Review

IHT Wealth Management increased its Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) stake by 3.2% in Q2 2026, buying an estimated $65.5K and bringing the position to 155,940 shares worth $2.2M. The position accounts for 0.05% of the portfolio, ranked #369.

IHT Wealth Management first reported a position in XSHD in Q4 2024 and has held it in 7 quarters since. 35 funds tracked by Wall St. Rank hold XSHD as of Q2 2026.

  • IHT Wealth Management held 155,940 shares of Invesco S&P SmallCap High Dividend Low Volatility ETF worth $2.2M as of Q2 2026.
  • IHT Wealth Management bought 4,808 Invesco S&P SmallCap High Dividend Low Volatility ETF shares in Q2 2026, an estimated $65.5K.
  • Invesco S&P SmallCap High Dividend Low Volatility ETF made up 0.05% of IHT Wealth Management's portfolio in Q2 2026, its #369 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 7 quarters since.
  • 35 funds tracked by Wall St. Rank held Invesco S&P SmallCap High Dividend Low Volatility ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.