Simplex Trading
XSHD icon

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

Simplex Trading’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
Q1 		$11.8K Buy
+903
New +$12.1K ﹤0.01% 7207
2025
Q2 		– Sell
-100
Closed -$1K – 9891
2025
Q1 		$1K Buy
+100
New +$1.43K ﹤0.01% 8337

Other funds holding XSHD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $770M AUM 18.25% 1-Year Est. Return
CAMV
Concord Asset Management (Virginia) Abingdon, Virginia $592M AUM 18.59% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
CL
COWA LLC Tulsa, Oklahoma $371M AUM 22.68% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return

Simplex Trading's XSHD Position: Q1 2026 in Review

Simplex Trading opened a new position in Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) in Q1 2026: 903 shares worth $11.8K. The stake represents ﹤0.01% of the portfolio and ranks #7207 among its holdings. This is a return to the name: Simplex Trading previously reported a position in XSHD as recently as Q1 2025.

Simplex Trading first reported a position in XSHD in Q1 2025 and has held it in 2 quarters since. 34 funds tracked by Wall St. Rank hold XSHD as of Q1 2026.

  • Simplex Trading held 903 shares of Invesco S&P SmallCap High Dividend Low Volatility ETF worth $11.8K as of Q1 2026.
  • Invesco S&P SmallCap High Dividend Low Volatility ETF was a new Simplex Trading position in Q1 2026.
  • Invesco S&P SmallCap High Dividend Low Volatility ETF made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #7207 holding.
  • Simplex Trading first reported a position in Invesco S&P SmallCap High Dividend Low Volatility ETF in Q1 2025 and has held it in 2 quarters since.
  • 34 funds tracked by Wall St. Rank held Invesco S&P SmallCap High Dividend Low Volatility ETF as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.