AWM
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Accurate Wealth Management’s Invesco S&P SmallCap Quality ETF XSHQ Stock Holding History

Accurate Wealth Management’s Portfolio XSHQ Stock Details XSHQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10
Closed -$336 – 1501
2022
Q4 		$336 Buy
+10
New +$335 ﹤0.01% 1531

Other funds holding XSHQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return

Accurate Wealth Management's XSHQ Position: Q1 2023 in Review

Accurate Wealth Management sold out of Invesco S&P SmallCap Quality ETF (XSHQ) in Q1 2023, closing a stake of 10 shares — an estimated $336 sold.

Accurate Wealth Management first reported a position in XSHQ in Q4 2022 and held it in 1 quarter. The position peaked at $336 in Q4 2022. 17 funds tracked by Wall St. Rank hold XSHQ as of Q1 2023.

  • Accurate Wealth Management reported no remaining Invesco S&P SmallCap Quality ETF position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 10 Invesco S&P SmallCap Quality ETF shares in Q1 2023, an estimated $336.
  • Accurate Wealth Management first reported a position in Invesco S&P SmallCap Quality ETF in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Invesco S&P SmallCap Quality ETF position peaked at $336 in Q4 2022.
  • 17 funds tracked by Wall St. Rank held Invesco S&P SmallCap Quality ETF as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.