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XSHD icon

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

MOTCO’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 		$9.18K Hold
650
– – ﹤0.01% 442
2026
Q1 		$8.53K Hold
650
– – ﹤0.01% 470
2025
Q4 		$8.33K Hold
650
– – ﹤0.01% 485
2025
Q3 		$8.72K Hold
650
– – ﹤0.01% 480
2025
Q2 		$8.48K Hold
650
– – ﹤0.01% 445
2025
Q1 		$9.02K Buy
+650
New +$9.32K ﹤0.01% 432

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

MOTCO's XSHD Position: Q2 2026 in Review

MOTCO held its Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) position steady in Q2 2026 at 650 shares worth $9.18K. The position accounts for ﹤0.01% of the portfolio, ranked #442.

MOTCO first reported a position in XSHD in Q1 2025 and has held it in 6 quarters since. 36 funds tracked by Wall St. Rank hold XSHD as of Q2 2026.

  • MOTCO held 650 shares of Invesco S&P SmallCap High Dividend Low Volatility ETF worth $9.18K as of Q2 2026.
  • MOTCO left its Invesco S&P SmallCap High Dividend Low Volatility ETF share count unchanged in Q2 2026.
  • Invesco S&P SmallCap High Dividend Low Volatility ETF made up ﹤0.01% of MOTCO's portfolio in Q2 2026, its #442 holding.
  • MOTCO first reported a position in Invesco S&P SmallCap High Dividend Low Volatility ETF in Q1 2025 and has held it in 6 quarters since.
  • 36 funds tracked by Wall St. Rank held Invesco S&P SmallCap High Dividend Low Volatility ETF as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.