Financial Solutions Advisory Group
XSHD icon

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
Q3 		– Sell
-26,199
Closed -$368K – 194
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

Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Concord Wealth Partners
Concord Wealth Partners Abingdon, Virginia $860M AUM 17.87% 1-Year Est. Return
Concord Asset Management (Virginia)
Concord Asset Management (Virginia) Abingdon, Virginia $652M AUM 19.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CL
COWA LLC Tulsa, Oklahoma $410M AUM 17.75% 1-Year Est. Return
Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return
Global Retirement Partners
Global Retirement Partners San Rafael, California $7.1B AUM
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Indivisible Partners
Indivisible Partners Clearwater, Florida $2.18B AUM 33.61% 1-Year Est. Return

Financial Solutions Advisory Group's XSHD Position: Q3 2026 in Review

Financial Solutions Advisory Group sold out of Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) in Q3 2026, closing a stake of 26,199 shares — an estimated $368K sold.

Financial Solutions Advisory Group first reported a position in XSHD in Q1 2026 and held it in 2 quarters. The position peaked at $368K in Q2 2026. 25 funds tracked by Wall St. Rank hold XSHD as of Q3 2026.

  • Financial Solutions Advisory Group reported no remaining Invesco S&P SmallCap High Dividend Low Volatility ETF position as of Q3 2026 after selling out during the quarter.
  • Financial Solutions Advisory Group sold 26,199 Invesco S&P SmallCap High Dividend Low Volatility ETF shares in Q3 2026, an estimated $368K.
  • Financial Solutions Advisory Group first reported a position in Invesco S&P SmallCap High Dividend Low Volatility ETF in Q1 2026 and held it in 2 quarters.
  • Financial Solutions Advisory Group's Invesco S&P SmallCap High Dividend Low Volatility ETF position peaked at $368K in Q2 2026.
  • 25 funds tracked by Wall St. Rank held Invesco S&P SmallCap High Dividend Low Volatility ETF as of Q3 2026.

Based on Financial Solutions Advisory Group's 13F filing for Q3 2026, filed 28 Oct 2026.