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

Rossby Financial’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	$172K	Buy	+12,171	New	+$166K	0.03%	428

Other funds holding XSHD

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

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

Concord Asset Management (Virginia) Abingdon, Virginia $646M AUM 25.36% 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

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

Global Retirement Partners San Rafael, California $6.54B AUM

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

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

Rossby Financial's XSHD Position: Q2 2026 in Review

Rossby Financial opened a new position in Invesco S&P SmallCap High Dividend Low Volatility ETF (XSHD) in Q2 2026: 12,171 shares worth $172K. The stake represents 0.03% of the portfolio and ranks #428 among its holdings.

19 funds tracked by Wall St. Rank hold XSHD as of Q2 2026.

Rossby Financial held 12,171 shares of Invesco S&P SmallCap High Dividend Low Volatility ETF worth $172K as of Q2 2026.
Invesco S&P SmallCap High Dividend Low Volatility ETF was a new Rossby Financial position in Q2 2026.
Invesco S&P SmallCap High Dividend Low Volatility ETF made up 0.03% of Rossby Financial's portfolio in Q2 2026, its #428 holding.
19 funds tracked by Wall St. Rank held Invesco S&P SmallCap High Dividend Low Volatility ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.