Janney Montgomery Scott
XSHD icon

Janney Montgomery Scott’s Invesco S&P SmallCap High Dividend Low Volatility ETF XSHD Stock Holding History

Janney Montgomery Scott’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
2024
Q4 		– Sell
-14,990
Closed -$231K – 2872
2024
Q3 		$231K Buy
+14,990
New +$228K ﹤0.01% 2445

Other funds holding XSHD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAMV
Concord Asset Management (Virginia) Abingdon, Virginia $646M AUM 25.36% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
EF
Elite Financial Lewiston, Idaho $223M AUM 15.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Janney Montgomery Scott's XSHD Position: Q4 2024 in Review

Janney Montgomery Scott sold out of Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) in Q4 2024, closing a stake of 14,990 shares — an estimated $231K sold.

Janney Montgomery Scott first reported a position in XSHD in Q3 2024 and held it in 1 quarter. The position peaked at $231K in Q3 2024. 26 funds tracked by Wall St. Rank hold XSHD as of Q4 2024.

  • Janney Montgomery Scott reported no remaining Invesco S&P SmallCap High Dividend Low Volatility ETF position as of Q4 2024 after selling out during the quarter.
  • Janney Montgomery Scott sold 14,990 Invesco S&P SmallCap High Dividend Low Volatility ETF shares in Q4 2024, an estimated $231K.
  • Janney Montgomery Scott first reported a position in Invesco S&P SmallCap High Dividend Low Volatility ETF in Q3 2024 and held it in 1 quarter.
  • Janney Montgomery Scott's Invesco S&P SmallCap High Dividend Low Volatility ETF position peaked at $231K in Q3 2024.
  • 26 funds tracked by Wall St. Rank held Invesco S&P SmallCap High Dividend Low Volatility ETF as of Q4 2024.

Based on Janney Montgomery Scott's 13F filing for Q4 2024, filed 17 Jan 2025.