Carson Wealth (CWM LLC)
XSHQ icon

Carson Wealth (CWM LLC)’s Invesco S&P SmallCap Quality ETF XSHQ Stock Holding History

Carson Wealth (CWM LLC)’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 		$1.01K Hold
24
– – ﹤0.01% 5395
2025
Q4 		$1K Buy
+24
New +$1.02K ﹤0.01% 5308

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

Carson Wealth (CWM LLC)'s XSHQ Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Invesco S&P SmallCap Quality ETF (XSHQ) position steady in Q1 2026 at 24 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #5395.

Carson Wealth (CWM LLC) first reported a position in XSHQ in Q4 2025 and has held it in 2 quarters since. 75 funds tracked by Wall St. Rank hold XSHQ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 24 shares of Invesco S&P SmallCap Quality ETF worth $1.01K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Invesco S&P SmallCap Quality ETF share count unchanged in Q1 2026.
  • Invesco S&P SmallCap Quality ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5395 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco S&P SmallCap Quality ETF in Q4 2025 and has held it in 2 quarters since.
  • 75 funds tracked by Wall St. Rank held Invesco S&P SmallCap Quality ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.