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

Triumph Capital 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
2026
Q1 		$5.16K Hold
393
– – ﹤0.01% 1294
2025
Q4 		$5.03K Buy
+393
New +$5.08K ﹤0.01% 1267

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

Triumph Capital Management's XSHD Position: Q1 2026 in Review

Triumph Capital Management held its Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) position steady in Q1 2026 at 393 shares worth $5.16K. The position accounts for ﹤0.01% of the portfolio, ranked #1294.

Triumph Capital Management first reported a position in XSHD in Q4 2025 and has held it in 2 quarters since. 34 funds tracked by Wall St. Rank hold XSHD as of Q1 2026.

  • Triumph Capital Management held 393 shares of Invesco S&P SmallCap High Dividend Low Volatility ETF worth $5.16K as of Q1 2026.
  • Triumph Capital Management left its Invesco S&P SmallCap High Dividend Low Volatility ETF share count unchanged in Q1 2026.
  • Invesco S&P SmallCap High Dividend Low Volatility ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q1 2026, its #1294 holding.
  • Triumph Capital Management first reported a position in Invesco S&P SmallCap High Dividend Low Volatility ETF in Q4 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 Triumph Capital Management's 13F filing for Q1 2026, filed 13 May 2026.