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Money Concepts Capital’s Invesco S&P SmallCap High Dividend Low Volatility ETF XSHD Stock Holding History

Money Concepts Capital’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
-10,694
Closed -$148K – 460
2025
Q1 		$148K Buy
+10,694
New +$153K 0.01% 413

Other funds holding XSHD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Money Concepts Capital's XSHD Position: Q2 2025 in Review

Money Concepts Capital sold out of Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) in Q2 2025, closing a stake of 10,694 shares — an estimated $148K sold.

Money Concepts Capital first reported a position in XSHD in Q1 2025 and held it in 1 quarter. The position peaked at $148K in Q1 2025. 31 funds tracked by Wall St. Rank hold XSHD as of Q2 2025.

  • Money Concepts Capital reported no remaining Invesco S&P SmallCap High Dividend Low Volatility ETF position as of Q2 2025 after selling out during the quarter.
  • Money Concepts Capital sold 10,694 Invesco S&P SmallCap High Dividend Low Volatility ETF shares in Q2 2025, an estimated $148K.
  • Money Concepts Capital first reported a position in Invesco S&P SmallCap High Dividend Low Volatility ETF in Q1 2025 and held it in 1 quarter.
  • Money Concepts Capital's Invesco S&P SmallCap High Dividend Low Volatility ETF position peaked at $148K 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 Money Concepts Capital's 13F filing for Q2 2025, filed 14 Aug 2025.