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
Q2 		$22.5K Buy
1,595
+692
+77% +$9.42K ﹤0.01% 7003
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

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

Simplex Trading's XSHD Position: Q2 2026 in Review

Simplex Trading increased its Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) stake by 77% in Q2 2026, buying an estimated $9.42K and bringing the position to 1,595 shares worth $22.5K. The position accounts for ﹤0.01% of the portfolio, ranked #7003.

Simplex Trading first reported a position in XSHD in Q1 2025 and has held it in 3 quarters since. 36 funds tracked by Wall St. Rank hold XSHD as of Q2 2026.

  • Simplex Trading held 1,595 shares of Invesco S&P SmallCap High Dividend Low Volatility ETF worth $22.5K as of Q2 2026.
  • Simplex Trading bought 692 Invesco S&P SmallCap High Dividend Low Volatility ETF shares in Q2 2026, an estimated $9.42K.
  • Invesco S&P SmallCap High Dividend Low Volatility ETF made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #7003 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 3 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 Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.