AWA
XSHQ icon

Alaska Wealth Advisors’s Invesco S&P SmallCap Quality ETF XSHQ Stock Holding History

Alaska Wealth Advisors’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
2025
Q4 		– Sell
-118,955
Closed -$5.12M – 91
2025
Q3 		$5.12M Buy
118,955
+2,263
+2% +$96.6K 0.67% 21
2025
Q2 		$4.75M Buy
116,692
+7,120
+6% +$277K 0.68% 21
2025
Q1 		$4.33M Buy
+109,572
New +$4.53M 0.68% 21

Other funds holding XSHQ

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.12B AUM 22.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.44B AUM 41.01% 1-Year Est. Return
BFP
Beacon Financial Planning Hyannis, Massachusetts $258M AUM 16.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $936M AUM 19.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return