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Aptus Capital Advisors’s Invesco S&P SmallCap Quality ETF XSHQ Stock Holding History

Aptus Capital 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
2026
Q1 		$8.56K Buy
203
+1
+0.5% +$43 ﹤0.01% 1508
2025
Q4 		$8.5K Buy
202
+1
+0.5% +$42 ﹤0.01% 1509
2025
Q3 		$8.65K Buy
201
+1
+0.5% +$43 ﹤0.01% 1443
2025
Q2 		$8.16K Hold
200
– – ﹤0.01% 1380
2025
Q1 		$7.9K Buy
+200
New +$8.27K ﹤0.01% 1301

Other funds holding XSHQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B 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
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return
BFP
Beacon Financial Planning Hyannis, Massachusetts $258M AUM 16.1% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Aptus Capital Advisors's XSHQ Position: Q1 2026 in Review

Aptus Capital Advisors increased its Invesco S&P SmallCap Quality ETF (XSHQ) stake by 0.5% in Q1 2026, buying an estimated $43 and bringing the position to 203 shares worth $8.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1508.

Aptus Capital Advisors first reported a position in XSHQ in Q1 2025 and has held it in 5 quarters since. The position peaked at $8.65K in Q3 2025. 75 funds tracked by Wall St. Rank hold XSHQ as of Q1 2026.

  • Aptus Capital Advisors held 203 shares of Invesco S&P SmallCap Quality ETF worth $8.56K as of Q1 2026.
  • Aptus Capital Advisors bought 1 Invesco S&P SmallCap Quality ETF share in Q1 2026, an estimated $43.
  • Invesco S&P SmallCap Quality ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #1508 holding.
  • Aptus Capital Advisors first reported a position in Invesco S&P SmallCap Quality ETF in Q1 2025 and has held it in 5 quarters since.
  • Aptus Capital Advisors's Invesco S&P SmallCap Quality ETF position peaked at $8.65K in Q3 2025.
  • 75 funds tracked by Wall St. Rank held Invesco S&P SmallCap Quality ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.