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XSHD INVESCO EXCH TRADED FD TR II

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S&P SMLCAP HIG (fund)

33 managers (34 13F filers) reported a position in XSHD shares at 2026-03-31, 1,495,018 shares in all. 5 filers opened a position and 8 filers sold out during the quarter.

Managers
33
13F filers
34
New
5
Added
11
Reduced
4
Sold out
8
Shares held by filers
1,495,018

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC445,673$5.85M<0.01%+140,33513F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding356,317$4.68M+62,181Timeline
Heartwood Wealth Advisors LLC176,273$2.31M0.2%+32,27513F-HRTimeline
IHT Wealth Management, LLC151,132$1.98M0.05%+125,19313F-HRTimeline
COWA, LLC73,648$966K0.26%+20,26813F-HRTimeline
Sigma Planning Corp55,535$729K0.02%new13F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP48,710$639K<0.01%+1,00013F-HRTimelineGroup
Cetera Investment Advisers42,351$556K<0.01%-18,85913F-HRTimeline
Capital Investment Advisory Services, L…31,625$415K0.03%013F-HRTimeline
Ashton Thomas Private Wealth, LLC18,898$248K0.01%+1,19113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,797$247K<0.01%-38,96013F-HRTimelineGroup
Cambridge Investment Research Advisors,…15,779$207K<0.01%+4,95213F-HRTimeline
Financial Solutions Advisory Group, Inc.14,826$195K0.03%13F-HRTimeline
Indivisible Partners11,238$147K0.01%013F-HRTimeline
Eagle Bluffs Wealth Management LLC10,549$138K0.05%-1,57013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,535$59.5K<0.01%+1,39513F-HRTimelineGroup
Graney & King, LLC4,003$52.5K0.03%013F-HRTimeline
TSFG, LLC4,000$52K0.01%013F-HRTimeline
Farther Finance Advisors, LLC2,969$39K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,873$24.6K<0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.1,545$20.3K0.06%013F-HRTimeline
IFP Advisors, Inc1,000$13.1K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC903$11.8K<0.01%new13F-HRTimeline
Allworth Financial LP779$10.2K<0.01%new13F-HRTimeline
MOTCO650$8.53K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY617$8.11K<0.01%+25013F-HRTimelineGroup
Triumph Capital Management393$5.16K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\205$2.69K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.150$1.97K<0.01%013F-HRTimeline
Signature Equity Partners, LLC29$381<0.01%new13F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC14$190<0.01%13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$9<0.01%-113F-HR/ATimelineGroup
TD PRIVATE CLIENT WEALTH LLC1$7<0.01%new13F-HRTimeline