JY
XSHD icon

Jeff Yass’s Invesco S&P SmallCap High Dividend Low Volatility ETF XSHD Stock Holding History

Jeff Yass’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
2025
Q3 		– Sell
-15,400
Closed -$207K – 14083
2025
Q2 		$207K Buy
+15,400
New +$203K ﹤0.01% 11141

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

Jeff Yass's XSHD Position: Q2 2026 in Review

Jeff Yass increased its Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) stake by 3.4% in Q2 2026, buying an estimated $8.81K and bringing the position to 19,444 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #11248.

Jeff Yass first reported a position in XSHD in Q2 2019 and has held it in 10 quarters since. The position peaked at $740K in Q4 2025. 36 funds tracked by Wall St. Rank hold XSHD as of Q2 2026.

  • Jeff Yass held 19,444 shares of Invesco S&P SmallCap High Dividend Low Volatility ETF worth $275K as of Q2 2026.
  • Jeff Yass bought 647 Invesco S&P SmallCap High Dividend Low Volatility ETF shares in Q2 2026, an estimated $8.81K.
  • Invesco S&P SmallCap High Dividend Low Volatility ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #11248 holding.
  • Jeff Yass first reported a position in Invesco S&P SmallCap High Dividend Low Volatility ETF in Q2 2019 and has held it in 10 quarters since.
  • Jeff Yass's Invesco S&P SmallCap High Dividend Low Volatility ETF position peaked at $740K in Q4 2025.
  • 36 funds tracked by Wall St. Rank held Invesco S&P SmallCap High Dividend Low Volatility ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.