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

Wedbush Securities’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
2024
Q3 		– Sell
-10,793
Closed -$154K – 1259
2024
Q2 		$154K Buy
10,793
+310
+3% +$4.54K 0.01% 1111
2024
Q1 		$162K Buy
+10,483
New +$161K 0.01% 1137

Other funds holding XSHD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
CAMV
Concord Asset Management (Virginia) Abingdon, Virginia $592M AUM 18.59% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $770M AUM 18.25% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $257M AUM 30.19% 1-Year Est. Return

Wedbush Securities's XSHD Position: Q3 2024 in Review

Wedbush Securities sold out of Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) in Q3 2024, closing a stake of 10,793 shares — an estimated $154K sold.

Wedbush Securities first reported a position in XSHD in Q1 2024 and held it in 2 quarters. The position peaked at $162K in Q1 2024. 21 funds tracked by Wall St. Rank hold XSHD as of Q3 2024.

  • Wedbush Securities reported no remaining Invesco S&P SmallCap High Dividend Low Volatility ETF position as of Q3 2024 after selling out during the quarter.
  • Wedbush Securities sold 10,793 Invesco S&P SmallCap High Dividend Low Volatility ETF shares in Q3 2024, an estimated $154K.
  • Wedbush Securities first reported a position in Invesco S&P SmallCap High Dividend Low Volatility ETF in Q1 2024 and held it in 2 quarters.
  • Wedbush Securities's Invesco S&P SmallCap High Dividend Low Volatility ETF position peaked at $162K in Q1 2024.
  • 21 funds tracked by Wall St. Rank held Invesco S&P SmallCap High Dividend Low Volatility ETF as of Q3 2024.

Based on Wedbush Securities's 13F filing for Q3 2024, filed 8 Nov 2024.