Triumph Capital Management
XSHD icon

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
Q3 		$5.05K Hold
393
– – ﹤0.01% 1385
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

Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Concord Wealth Partners
Concord Wealth Partners Abingdon, Virginia $860M AUM 17.87% 1-Year Est. Return
Concord Asset Management (Virginia)
Concord Asset Management (Virginia) Abingdon, Virginia $652M AUM 19.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CL
COWA LLC Tulsa, Oklahoma $410M AUM 17.75% 1-Year Est. Return
Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Indivisible Partners
Indivisible Partners Clearwater, Florida $2.18B AUM 33.61% 1-Year Est. Return
Rossby Financial
Rossby Financial Melbourne, Florida $673M AUM 21.47% 1-Year Est. Return

Triumph Capital Management's XSHD Position: Q3 2026 in Review

Triumph Capital Management held its Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) position steady in Q3 2026 at 393 shares worth $5.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1385.

Triumph Capital Management first reported a position in XSHD in Q4 2025 and has held it in 4 quarters since. The position peaked at $5.55K in Q2 2026. 21 funds tracked by Wall St. Rank hold XSHD as of Q3 2026.

  • Triumph Capital Management held 393 shares of Invesco S&P SmallCap High Dividend Low Volatility ETF worth $5.05K as of Q3 2026.
  • Triumph Capital Management left its Invesco S&P SmallCap High Dividend Low Volatility ETF share count unchanged in Q3 2026.
  • Invesco S&P SmallCap High Dividend Low Volatility ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #1385 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 4 quarters since.
  • Triumph Capital Management's Invesco S&P SmallCap High Dividend Low Volatility ETF position peaked at $5.55K in Q2 2026.
  • 21 funds tracked by Wall St. Rank held Invesco S&P SmallCap High Dividend Low Volatility ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.