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

Integrated Wealth Concepts’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 		$8.47K Buy
+600
New +$8.17K ﹤0.01% 4661

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
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 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

Integrated Wealth Concepts's XSHD Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) in Q2 2026: 600 shares worth $8.47K. The stake represents ﹤0.01% of the portfolio and ranks #4661 among its holdings.

36 funds tracked by Wall St. Rank hold XSHD as of Q2 2026.

  • Integrated Wealth Concepts held 600 shares of Invesco S&P SmallCap High Dividend Low Volatility ETF worth $8.47K as of Q2 2026.
  • Invesco S&P SmallCap High Dividend Low Volatility ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • Invesco S&P SmallCap High Dividend Low Volatility ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4661 holding.
  • 36 funds tracked by Wall St. Rank held Invesco S&P SmallCap High Dividend Low Volatility ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.