Farther Finance Advisors’s Invesco S&P SmallCap High Dividend Low Volatility ETF XSHD Stock Holding History

Farther Finance Advisors’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	$41.9K	Hold	2,969	–	–	﹤0.01%	3385
2026 Q1	$39K	Hold	2,969	–	–	﹤0.01%	3179
2025 Q4	$38K	Hold	2,969	–	–	﹤0.01%	2993
2025 Q3	$39.8K	Hold	2,969	–	–	﹤0.01%	2581
2025 Q2	$40K	Sell	2,969 -2,218	-43%	-$29.2K	﹤0.01%	2240
2025 Q1	$72.2K	Buy	5,187 +1,000	+24%	+$14.3K	﹤0.01%	1693
2024 Q4	$60.9K	Buy	4,187 +1,750	+72%	+$26.4K	﹤0.01%	1557
2024 Q3	$37.6K	Buy	+2,437	New	+$37.1K	﹤0.01%	1794

Other funds holding XSHD

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Farther Finance Advisors's XSHD Position: Q2 2026 in Review

Farther Finance Advisors held its Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) position steady in Q2 2026 at 2,969 shares worth $41.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3385.

Farther Finance Advisors first reported a position in XSHD in Q3 2024 and has held it in 8 quarters since. The position peaked at $72.2K in Q1 2025. 4 funds tracked by Wall St. Rank hold XSHD as of Q2 2026.

Farther Finance Advisors held 2,969 shares of Invesco S&P SmallCap High Dividend Low Volatility ETF worth $41.9K as of Q2 2026.
Farther Finance Advisors 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 Farther Finance Advisors's portfolio in Q2 2026, its #3385 holding.
Farther Finance Advisors first reported a position in Invesco S&P SmallCap High Dividend Low Volatility ETF in Q3 2024 and has held it in 8 quarters since.
Farther Finance Advisors's Invesco S&P SmallCap High Dividend Low Volatility ETF position peaked at $72.2K in Q1 2025.
4 funds tracked by Wall St. Rank held Invesco S&P SmallCap High Dividend Low Volatility ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.