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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
Q2 		$5.55K Hold
393
– – ﹤0.01% 1319
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

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

Triumph Capital Management's XSHD Position: Q2 2026 in Review

Triumph Capital Management held its Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) position steady in Q2 2026 at 393 shares worth $5.55K. The position accounts for ﹤0.01% of the portfolio, ranked #1319.

Triumph Capital Management first reported a position in XSHD in Q4 2025 and has held it in 3 quarters since. 36 funds tracked by Wall St. Rank hold XSHD as of Q2 2026.

  • Triumph Capital Management held 393 shares of Invesco S&P SmallCap High Dividend Low Volatility ETF worth $5.55K as of Q2 2026.
  • Triumph Capital Management left its Invesco S&P SmallCap High Dividend Low Volatility ETF share count unchanged in Q2 2026.
  • Invesco S&P SmallCap High Dividend Low Volatility ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1319 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 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 Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.