Public ownership evidence

Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) Ownership Disclosures

Read XSHD insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Invesco S&P SmallCap High Dividend Low Volatility ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
OSAIC HOLDINGS, INC.
Report period
2026-06-30
Available
2026-08-15
Reported shares
1,100
Value (USD)
$15,532
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001677044-26-000006
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read XSHD fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read XSHD fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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OSAIC HOLDINGS, INC.2026-06-302026-08-151,100$15,532None
OSAIC HOLDINGS, INC.2026-06-302026-08-154,006$56,565None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1519,444$274,549None
ROYAL BANK OF CANADA2026-06-302026-08-1517,343$245,000None
CITADEL ADVISORS LLC2026-06-302026-08-1518,795$265,385None
IHT Wealth Management, LLC2026-06-302026-08-15155,940$2,201,873None
TWO SIGMA INVESTMENTS, LP2026-06-302026-08-1526,810$378,557None
WELLS FARGO & COMPANY/MN2026-06-302026-08-150$6None
CONSULTIVA WEALTH MANAGEMENT, CORP.2026-06-302026-08-141,545$21,815None
VANGUARD ADVISERS INC2026-06-302026-08-1414$204None
MORGAN STANLEY2026-06-302026-08-14366$5,168None
FMR LLC2026-06-302026-08-14104$1,463None
Integrated Wealth Concepts LLC2026-06-302026-08-13600$8,472None
Cetera Investment Advisers2026-06-302026-08-1339,473$557,357None
SIMPLEX TRADING, LLC2026-06-302026-08-131,595$22,521None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-13150$2,118None
US BANCORP \DE\2026-06-302026-08-13205$2,895None
Tower Research Capital LLC (TRC)2026-06-302026-08-1256,692$800,491None
Graney & King, LLC2026-06-302026-08-083,743$52,850None
LPL Financial LLC2026-06-302026-08-08131,279$1,853,654None
Eagle Bluffs Wealth Management LLC2026-06-302026-08-0710,549$148,952None
Global Retirement Partners, LLC2026-06-302026-08-0728,513$402,598None
COWA, LLC2026-06-302026-08-0768,848$972,134None
Indivisible Partners2026-06-302026-08-0511,238$158,681None
Rossby Financial, LCC2026-06-302026-08-0512,171$171,855None
TD PRIVATE CLIENT WEALTH LLC2026-06-302026-08-051$7None
MOTCO2026-06-302026-08-01650$9,178None
Ashton Thomas Private Wealth, LLC2026-06-302026-07-3018,898$266,840None
Concord Asset Management, LLC/VA2026-06-302026-07-28173,987$2,456,692None
Concord Wealth Partners2026-06-302026-07-28174,640$2,465,912None
Capital Investment Advisory Services, LLC2026-06-302026-07-2431,625$446,545None
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC2026-06-302026-07-231,873$26,597None
Triumph Capital Management2026-06-302026-07-22393$5,549None
IFP Advisors, Inc2026-06-302026-07-211,000$14,120None
Farther Finance Advisors, LLC2026-06-302026-07-182,969$41,928None
Heartwood Wealth Advisors LLC2026-06-302026-07-18185,226$2,615,391None
Financial Solutions Advisory Group, Inc.2026-06-302026-07-1426,199$367,572None

90-day public filing window, up to 50 source positions.

OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗ROYAL BANK OF CANADA ↗CITADEL ADVISORS LLC ↗IHT Wealth Management, LLC ↗TWO SIGMA INVESTMENTS, LP ↗WELLS FARGO & COMPANY/MN ↗CONSULTIVA WEALTH MANAGEMENT, CORP. ↗VANGUARD ADVISERS INC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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