Cambridge Investment Research Advisors’s Invesco S&P SmallCap Quality ETF XSHQ Stock Holding History

Cambridge Investment Research 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 Q2	$811K	Sell	16,766 -657	-4%	-$29.9K	﹤0.01%	2499
2026 Q1	$735K	Sell	17,423 -5,519	-24%	-$240K	﹤0.01%	2450
2025 Q4	$966K	Sell	22,942 -3,825	-14%	-$162K	﹤0.01%	2125
2025 Q3	$1.15M	Sell	26,767 -285	-1%	-$12.2K	﹤0.01%	1945
2025 Q2	$1.1M	Sell	27,052 -169	-0.6%	-$6.58K	﹤0.01%	1871
2025 Q1	$1.08M	Buy	27,221 +6,912	+34%	+$286K	﹤0.01%	1807
2024 Q4	$860K	Buy	20,309 +14,480	+248%	+$645K	﹤0.01%	1989
2024 Q3	$252K	Buy	+5,829	New	+$240K	﹤0.01%	2965
2023 Q3	–	Sell	-135,276	Closed	-$4.88M	–	3278
2023 Q2	$4.88M	Sell	135,276 -1,625	-1%	-$54.5K	0.02%	675
2023 Q1	$4.63M	Buy	136,901 +5,979	+5%	+$206K	0.02%	668
2022 Q4	$4.27M	Buy	130,922 +1,484	+1%	+$49.8K	0.02%	674
2022 Q3	$3.91M	Buy	129,438 +637	+0.5%	+$21.1K	0.02%	674
2022 Q2	$3.99M	Buy	128,801 +11,559	+10%	+$384K	0.02%	688
2022 Q1	$4.22M	Buy	+117,242	New	+$4.36M	0.02%	716

Other funds holding XSHQ

BCG

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

Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

FFG

Fortune Financial Group Naples, Florida $128M AUM

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

Cambridge Investment Research Advisors's XSHQ Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Invesco S&P SmallCap Quality ETF (XSHQ) stake by 3.8% in Q2 2026, selling an estimated $29.9K and leaving 16,766 shares worth $811K. The position accounts for ﹤0.01% of the portfolio, ranked #2499.

Cambridge Investment Research Advisors first reported a position in XSHQ in Q1 2022 and has held it in 14 quarters since. The position peaked at $4.88M in Q2 2023. 21 funds tracked by Wall St. Rank hold XSHQ as of Q2 2026.

Cambridge Investment Research Advisors held 16,766 shares of Invesco S&P SmallCap Quality ETF worth $811K as of Q2 2026.
Cambridge Investment Research Advisors sold 657 Invesco S&P SmallCap Quality ETF shares in Q2 2026, an estimated $29.9K.
Invesco S&P SmallCap Quality ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2499 holding.
Cambridge Investment Research Advisors first reported a position in Invesco S&P SmallCap Quality ETF in Q1 2022 and has held it in 14 quarters since.
Cambridge Investment Research Advisors's Invesco S&P SmallCap Quality ETF position peaked at $4.88M in Q2 2023.
21 funds tracked by Wall St. Rank held Invesco S&P SmallCap Quality ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.