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

Cetera 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
2024 Q1	$635K	Buy	+15,430	New	+$611K	0.01%	1447

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

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

SWM

Schwallier Wealth Management Grand Rapids, Michigan $137M AUM 10.61% 1-Year Est. Return

BCG

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

FFG

Foundry Financial Group Laconia, New Hampshire $231M AUM 22.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WWM

WJ Wealth Management Glendale, Arizona $214M AUM 22.92% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cetera Advisors's XSHQ Position: Q1 2024 in Review

Cetera Advisors opened a new position in Invesco S&P SmallCap Quality ETF (XSHQ) in Q1 2024: 15,430 shares worth $635K. The stake represents 0.01% of the portfolio and ranks #1447 among its holdings.

50 funds tracked by Wall St. Rank hold XSHQ as of Q1 2024.

Cetera Advisors held 15,430 shares of Invesco S&P SmallCap Quality ETF worth $635K as of Q1 2024.
Invesco S&P SmallCap Quality ETF was a new Cetera Advisors position in Q1 2024.
Invesco S&P SmallCap Quality ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1447 holding.
50 funds tracked by Wall St. Rank held Invesco S&P SmallCap Quality ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.