Avantax Advisory Services’s Invesco S&P SmallCap Quality ETF XSHQ Stock Holding History

Avantax Advisory Services’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 Q2	$251K	Sell	6,160 -136	-2%	-$5.3K	﹤0.01%	2052
2025 Q1	$249K	Buy	+6,296	New	+$260K	﹤0.01%	1957

Other funds holding XSHQ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

APCM

Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return

MAM

Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

SGDR

SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return

AWA

Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return

Avantax Advisory Services's XSHQ Position: Q2 2025 in Review

Avantax Advisory Services reduced its Invesco S&P SmallCap Quality ETF (XSHQ) stake by 2.2% in Q2 2025, selling an estimated $5.3K and leaving 6,160 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #2052.

Avantax Advisory Services first reported a position in XSHQ in Q1 2025 and has held it in 2 quarters since. 76 funds tracked by Wall St. Rank hold XSHQ as of Q2 2025.

Avantax Advisory Services held 6,160 shares of Invesco S&P SmallCap Quality ETF worth $251K as of Q2 2025.
Avantax Advisory Services sold 136 Invesco S&P SmallCap Quality ETF shares in Q2 2025, an estimated $5.3K.
Invesco S&P SmallCap Quality ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2052 holding.
Avantax Advisory Services first reported a position in Invesco S&P SmallCap Quality ETF in Q1 2025 and has held it in 2 quarters since.
76 funds tracked by Wall St. Rank held Invesco S&P SmallCap Quality ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.