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Mattson Financial Services’s Invesco S&P SmallCap High Dividend Low Volatility ETF XSHD Stock Holding History

Mattson Financial Services’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
Q2 		– Sell
-8
Closed -$114 – 346
2025
Q1 		$114 Buy
8
+6
+300% +$86 ﹤0.01% 330
2024
Q4 		$31 Buy
+2
New +$30 ﹤0.01% 348

Other funds holding XSHD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
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

Mattson Financial Services's XSHD Position: Q2 2025 in Review

Mattson Financial Services sold out of Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) in Q2 2025, closing a stake of 8 shares — an estimated $114 sold.

Mattson Financial Services first reported a position in XSHD in Q4 2024 and held it in 2 quarters. The position peaked at $114 in Q1 2025. 31 funds tracked by Wall St. Rank hold XSHD as of Q2 2025.

  • Mattson Financial Services reported no remaining Invesco S&P SmallCap High Dividend Low Volatility ETF position as of Q2 2025 after selling out during the quarter.
  • Mattson Financial Services sold 8 Invesco S&P SmallCap High Dividend Low Volatility ETF shares in Q2 2025, an estimated $114.
  • Mattson Financial Services first reported a position in Invesco S&P SmallCap High Dividend Low Volatility ETF in Q4 2024 and held it in 2 quarters.
  • Mattson Financial Services's Invesco S&P SmallCap High Dividend Low Volatility ETF position peaked at $114 in Q1 2025.
  • 31 funds tracked by Wall St. Rank held Invesco S&P SmallCap High Dividend Low Volatility ETF as of Q2 2025.

Based on Mattson Financial Services's 13F filing for Q2 2025, filed 29 Jul 2025.