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

John Overdeck’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	$379K	Sell	26,810 -21,900	-45%	-$298K	﹤0.01%	4363
2026 Q1	$639K	Buy	48,710 +1,000	+2%	+$13.4K	﹤0.01%	3560
2025 Q4	$611K	Buy	+47,710	New	+$617K	﹤0.01%	3201
2025 Q3	–	Sell	-15,410	Closed	-$207K	–	3974
2025 Q2	$207K	Sell	15,410 -34,500	-69%	-$454K	﹤0.01%	2905
2025 Q1	$693K	Buy	49,910 +31,000	+164%	+$444K	﹤0.01%	2367
2024 Q4	$275K	Sell	18,910 -21,690	-53%	-$328K	﹤0.01%	2762
2024 Q3	$626K	Buy	+40,600	New	+$617K	﹤0.01%	2355

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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

John Overdeck's XSHD Position: Q2 2026 in Review

John Overdeck reduced its Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) stake by 45% in Q2 2026, selling an estimated $298K and leaving 26,810 shares worth $379K. The position accounts for ﹤0.01% of the portfolio, ranked #4363.

John Overdeck first reported a position in XSHD in Q3 2024 and has held it in 7 quarters since. The position peaked at $693K in Q1 2025. 36 funds tracked by Wall St. Rank hold XSHD as of Q2 2026.

John Overdeck held 26,810 shares of Invesco S&P SmallCap High Dividend Low Volatility ETF worth $379K as of Q2 2026.
John Overdeck sold 21,900 Invesco S&P SmallCap High Dividend Low Volatility ETF shares in Q2 2026, an estimated $298K.
Invesco S&P SmallCap High Dividend Low Volatility ETF made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4363 holding.
John Overdeck first reported a position in Invesco S&P SmallCap High Dividend Low Volatility ETF in Q3 2024 and has held it in 7 quarters since.
John Overdeck's Invesco S&P SmallCap High Dividend Low Volatility ETF position peaked at $693K in Q1 2025.
36 funds tracked by Wall St. Rank held Invesco S&P SmallCap High Dividend Low Volatility ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.