Investors Research Corp’s Invesco S&P SmallCap High Dividend Low Volatility ETF XSHD Stock Holding History

Investors Research Corp’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	–	Sell	-43,776	Closed	-$561K	–	951
2025 Q4	$561K	Sell	43,776 -363	-0.8%	-$4.69K	0.1%	186
2025 Q3	$592K	Sell	44,139 -137	-0.3%	-$1.85K	0.11%	184
2025 Q2	$596K	Sell	44,276 -132	-0.3%	-$1.74K	0.12%	181
2025 Q1	$616K	Sell	44,408 -29	-0.1%	-$416	0.13%	167
2024 Q4	$647K	Sell	44,437 -6	-0%	-$91	0.14%	165
2024 Q3	$685K	Sell	44,443 -18	-0%	-$274	0.15%	162
2024 Q2	$635K	Sell	44,461 -2,344	-5%	-$34.4K	0.15%	173
2024 Q1	$722K	Sell	46,805 -612	-1%	-$9.41K	0.17%	157
2023 Q4	$781K	Hold	47,417	–	–	0.19%	137
2023 Q3	$708K	Sell	47,417 -79	-0.2%	-$1.26K	0.18%	150
2023 Q2	$768K	Sell	47,496 -412	-0.9%	-$6.54K	0.19%	140
2023 Q1	$801K	Hold	47,908	–	–	0.21%	129
2022 Q4	$828K	Sell	47,908 -247	-0.5%	-$4.34K	0.22%	120
2022 Q3	$772K	Sell	48,155 -238	-0.5%	-$4.62K	0.24%	113
2022 Q2	$962K	Sell	48,393 -1,299	-3%	-$27K	0.29%	85
2022 Q1	$1.11M	Sell	49,692 -1,275	-3%	-$28K	0.31%	87
2021 Q4	$1.16M	Sell	50,967 -58	-0.1%	-$1.31K	0.35%	78
2021 Q3	$1.12M	Hold	51,025	–	–	0.38%	80
2021 Q2	$1.2M	Sell	51,025 -19	-0%	-$448	0.42%	77
2021 Q1	$1.17M	Sell	51,044 -361	-0.7%	-$7.93K	0.44%	72
2020 Q4	$1.03M	Buy	+51,405	New	+$931K	0.41%	58
2020 Q3	–	Sell	-62,215	Closed	-$1.03M	–	1135
2020 Q2	$1.03M	Buy	62,215 +23,402	+60%	+$361K	0.52%	40
2020 Q1	$558K	Buy	38,813 +24,619	+173%	+$527K	0.35%	88
2019 Q4	$351K	Buy	14,194 +8,270	+140%	+$199K	0.16%	192
2019 Q3	$142K	Buy	+5,924	New	+$139K	0.07%	320

Other funds holding XSHD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CWP

Concord Wealth Partners Abingdon, Virginia $770M AUM 18.25% 1-Year Est. Return

CAMV

Concord Asset Management (Virginia) Abingdon, Virginia $592M AUM 18.59% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

COWA LLC Tulsa, Oklahoma $371M AUM 22.68% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return

Investors Research Corp's XSHD Position: Q1 2026 in Review

Investors Research Corp sold out of Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) in Q1 2026, closing a stake of 43,776 shares — an estimated $561K sold.

Investors Research Corp first reported a position in XSHD in Q3 2019 and held it in 25 quarters. The position peaked at $1.2M in Q2 2021. 34 funds tracked by Wall St. Rank hold XSHD as of Q1 2026.

Investors Research Corp reported no remaining Invesco S&P SmallCap High Dividend Low Volatility ETF position as of Q1 2026 after selling out during the quarter.
Investors Research Corp sold 43,776 Invesco S&P SmallCap High Dividend Low Volatility ETF shares in Q1 2026, an estimated $561K.
Investors Research Corp first reported a position in Invesco S&P SmallCap High Dividend Low Volatility ETF in Q3 2019 and held it in 25 quarters.
Investors Research Corp's Invesco S&P SmallCap High Dividend Low Volatility ETF position peaked at $1.2M in Q2 2021.
34 funds tracked by Wall St. Rank held Invesco S&P SmallCap High Dividend Low Volatility ETF as of Q1 2026.

Based on Investors Research Corp's 13F filing for Q1 2026, filed 3 Apr 2026.