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

Kingsview Wealth Management’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 Q4	–	Sell	-25,942	Closed	-$348K	–	1329
2025 Q3	$348K	Sell	25,942 -2,921	-10%	-$39.5K	0.01%	912
2025 Q2	$389K	Sell	28,863 -63	-0.2%	-$829	0.01%	859
2025 Q1	$401K	Buy	28,926 +3,075	+12%	+$44.1K	0.01%	800
2024 Q4	$376K	Buy	+25,851	New	+$390K	0.01%	826

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Kingsview Wealth Management's XSHD Position: Q4 2025 in Review

Kingsview Wealth Management sold out of Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) in Q4 2025, closing a stake of 25,942 shares — an estimated $348K sold.

Kingsview Wealth Management first reported a position in XSHD in Q4 2024 and held it in 4 quarters. The position peaked at $401K in Q1 2025. 35 funds tracked by Wall St. Rank hold XSHD as of Q4 2025.

Kingsview Wealth Management reported no remaining Invesco S&P SmallCap High Dividend Low Volatility ETF position as of Q4 2025 after selling out during the quarter.
Kingsview Wealth Management sold 25,942 Invesco S&P SmallCap High Dividend Low Volatility ETF shares in Q4 2025, an estimated $348K.
Kingsview Wealth Management first reported a position in Invesco S&P SmallCap High Dividend Low Volatility ETF in Q4 2024 and held it in 4 quarters.
Kingsview Wealth Management's Invesco S&P SmallCap High Dividend Low Volatility ETF position peaked at $401K in Q1 2025.
35 funds tracked by Wall St. Rank held Invesco S&P SmallCap High Dividend Low Volatility ETF as of Q4 2025.

Based on Kingsview Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.