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

Raymond James Financial Services Advisors’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
2023
Q2 		– Sell
-131,533
Closed -$2.2M – 3376
2023
Q1 		$2.2M Buy
+131,533
New +$2.37M ﹤0.01% 1436

Other funds holding XSHD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $299M AUM 41.44% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
CWM
Consultiva Wealth Management San Juan, Puerto Rico $34.5M AUM 31.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial Services Advisors's XSHD Position: Q2 2023 in Review

Raymond James Financial Services Advisors sold out of Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) in Q2 2023, closing a stake of 131,533 shares — an estimated $2.2M sold.

Raymond James Financial Services Advisors first reported a position in XSHD in Q1 2023 and held it in 1 quarter. The position peaked at $2.2M in Q1 2023. 12 funds tracked by Wall St. Rank hold XSHD as of Q2 2023.

  • Raymond James Financial Services Advisors reported no remaining Invesco S&P SmallCap High Dividend Low Volatility ETF position as of Q2 2023 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 131,533 Invesco S&P SmallCap High Dividend Low Volatility ETF shares in Q2 2023, an estimated $2.2M.
  • Raymond James Financial Services Advisors first reported a position in Invesco S&P SmallCap High Dividend Low Volatility ETF in Q1 2023 and held it in 1 quarter.
  • Raymond James Financial Services Advisors's Invesco S&P SmallCap High Dividend Low Volatility ETF position peaked at $2.2M in Q1 2023.
  • 12 funds tracked by Wall St. Rank held Invesco S&P SmallCap High Dividend Low Volatility ETF as of Q2 2023.

Based on Raymond James Financial Services Advisors's 13F filing for Q2 2023, filed 25 Jul 2023.