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Financial Solutions Advisory Group’s Invesco S&P SmallCap High Dividend Low Volatility ETF XSHD Stock Holding History

Financial Solutions Advisory Group’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 		$368K Buy
26,199
+11,373
+77% +$155K 0.05% 134
2026
Q1 		$195K Buy
+14,826
New +$199K 0.03% 173

Other funds holding XSHD

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Financial Solutions Advisory Group's XSHD Position: Q2 2026 in Review

Financial Solutions Advisory Group increased its Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) stake by 77% in Q2 2026, buying an estimated $155K and bringing the position to 26,199 shares worth $368K. The position accounts for 0.05% of the portfolio, ranked #134.

Financial Solutions Advisory Group first reported a position in XSHD in Q1 2026 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold XSHD as of Q2 2026.

  • Financial Solutions Advisory Group held 26,199 shares of Invesco S&P SmallCap High Dividend Low Volatility ETF worth $368K as of Q2 2026.
  • Financial Solutions Advisory Group bought 11,373 Invesco S&P SmallCap High Dividend Low Volatility ETF shares in Q2 2026, an estimated $155K.
  • Invesco S&P SmallCap High Dividend Low Volatility ETF made up 0.05% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #134 holding.
  • Financial Solutions Advisory Group first reported a position in Invesco S&P SmallCap High Dividend Low Volatility ETF in Q1 2026 and has held it in 2 quarters since.
  • 8 funds tracked by Wall St. Rank held Invesco S&P SmallCap High Dividend Low Volatility ETF as of Q2 2026.

Based on Financial Solutions Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.