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

Maia Wealth’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
Q1 		– Sell
-14,028
Closed -$206K – 358
2024
Q4 		$206K Buy
+14,028
New +$212K 0.04% 288

Other funds holding XSHD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Two Sigma Investments
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
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
EF
Elite Financial Lewiston, Idaho $223M AUM 15.88% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Maia Wealth's XSHD Position: Q1 2025 in Review

Maia Wealth sold out of Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) in Q1 2025, closing a stake of 14,028 shares — an estimated $206K sold.

Maia Wealth first reported a position in XSHD in Q4 2024 and held it in 1 quarter. The position peaked at $206K in Q4 2024. 33 funds tracked by Wall St. Rank hold XSHD as of Q1 2025.

  • Maia Wealth reported no remaining Invesco S&P SmallCap High Dividend Low Volatility ETF position as of Q1 2025 after selling out during the quarter.
  • Maia Wealth sold 14,028 Invesco S&P SmallCap High Dividend Low Volatility ETF shares in Q1 2025, an estimated $206K.
  • Maia Wealth first reported a position in Invesco S&P SmallCap High Dividend Low Volatility ETF in Q4 2024 and held it in 1 quarter.
  • Maia Wealth's Invesco S&P SmallCap High Dividend Low Volatility ETF position peaked at $206K in Q4 2024.
  • 33 funds tracked by Wall St. Rank held Invesco S&P SmallCap High Dividend Low Volatility ETF as of Q1 2025.

Based on Maia Wealth's 13F filing for Q1 2025, filed 12 May 2025.