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

Northwestern Mutual 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 Q2	–	Sell	-250	Closed	-$3.47K	–	4037
2025 Q1	$3.47K	Buy	+250	New	+$3.58K	﹤0.01%	3027

Other funds holding XSHD

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 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

Elite Financial Lewiston, Idaho $223M AUM 15.88% 1-Year Est. Return

Northwestern Mutual Wealth Management's XSHD Position: Q2 2025 in Review

Northwestern Mutual Wealth Management sold out of Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) in Q2 2025, closing a stake of 250 shares — an estimated $3.47K sold.

Northwestern Mutual Wealth Management first reported a position in XSHD in Q1 2025 and held it in 1 quarter. The position peaked at $3.47K in Q1 2025. 31 funds tracked by Wall St. Rank hold XSHD as of Q2 2025.

Northwestern Mutual Wealth Management reported no remaining Invesco S&P SmallCap High Dividend Low Volatility ETF position as of Q2 2025 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 250 Invesco S&P SmallCap High Dividend Low Volatility ETF shares in Q2 2025, an estimated $3.47K.
Northwestern Mutual Wealth Management first reported a position in Invesco S&P SmallCap High Dividend Low Volatility ETF in Q1 2025 and held it in 1 quarter.
Northwestern Mutual Wealth Management's Invesco S&P SmallCap High Dividend Low Volatility ETF position peaked at $3.47K 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 Northwestern Mutual Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.