Harbour Investments’s Invesco S&P SmallCap High Dividend Low Volatility ETF XSHD Stock Holding History

Harbour Investments’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	$2.12K	Hold	150	–	–	﹤0.01%	4003
2026 Q1	$1.97K	Hold	150	–	–	﹤0.01%	3912
2025 Q4	$1.92K	Hold	150	–	–	﹤0.01%	3314
2025 Q3	$2.01K	Hold	150	–	–	﹤0.01%	3270
2025 Q2	$2.02K	Hold	150	–	–	﹤0.01%	3126
2025 Q1	$2.08K	Hold	150	–	–	﹤0.01%	3079
2024 Q4	$2.18K	Hold	150	–	–	﹤0.01%	2994
2024 Q3	$2.31K	Hold	150	–	–	﹤0.01%	2881
2024 Q2	$2.14K	Hold	150	–	–	﹤0.01%	2794
2024 Q1	$2.31K	Hold	150	–	–	﹤0.01%	2743
2023 Q4	$2.47K	Hold	150	–	–	﹤0.01%	2634
2023 Q3	$2.24K	Hold	150	–	–	﹤0.01%	2518
2023 Q2	$2.43K	Hold	150	–	–	﹤0.01%	2493
2023 Q1	$2.51K	Hold	150	–	–	﹤0.01%	2498
2022 Q4	$2.59K	Buy	+150	New	+$2.63K	﹤0.01%	2449

Other funds holding XSHD

HWA

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

CWP

Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return

CAMV

Concord Asset Management (Virginia) Abingdon, Virginia $646M AUM 25.36% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

COWA LLC Tulsa, Oklahoma $399M AUM 25.74% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

Harbour Investments's XSHD Position: Q2 2026 in Review

Harbour Investments held its Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) position steady in Q2 2026 at 150 shares worth $2.12K. The position accounts for ﹤0.01% of the portfolio, ranked #4003.

Harbour Investments first reported a position in XSHD in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.59K in Q4 2022. 36 funds tracked by Wall St. Rank hold XSHD as of Q2 2026.

Harbour Investments held 150 shares of Invesco S&P SmallCap High Dividend Low Volatility ETF worth $2.12K as of Q2 2026.
Harbour Investments 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 Harbour Investments's portfolio in Q2 2026, its #4003 holding.
Harbour Investments first reported a position in Invesco S&P SmallCap High Dividend Low Volatility ETF in Q4 2022 and has held it in 15 quarters since.
Harbour Investments's Invesco S&P SmallCap High Dividend Low Volatility ETF position peaked at $2.59K in Q4 2022.
36 funds tracked by Wall St. Rank held Invesco S&P SmallCap High Dividend Low Volatility ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.