DACG
XSHQ icon

Donor Advised Charitable Giving’s Invesco S&P SmallCap Quality ETF XSHQ Stock Holding History

Donor Advised Charitable Giving’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 		– Sell
-4,994
Closed -$210K – 43
2025
Q4 		$210K Buy
+4,994
New +$211K ﹤0.01% 42

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

Donor Advised Charitable Giving's XSHQ Position: Q1 2026 in Review

Donor Advised Charitable Giving sold out of Invesco S&P SmallCap Quality ETF (XSHQ) in Q1 2026, closing a stake of 4,994 shares — an estimated $210K sold.

Donor Advised Charitable Giving first reported a position in XSHQ in Q4 2025 and held it in 1 quarter. The position peaked at $210K in Q4 2025. 75 funds tracked by Wall St. Rank hold XSHQ as of Q1 2026.

  • Donor Advised Charitable Giving reported no remaining Invesco S&P SmallCap Quality ETF position as of Q1 2026 after selling out during the quarter.
  • Donor Advised Charitable Giving sold 4,994 Invesco S&P SmallCap Quality ETF shares in Q1 2026, an estimated $210K.
  • Donor Advised Charitable Giving first reported a position in Invesco S&P SmallCap Quality ETF in Q4 2025 and held it in 1 quarter.
  • Donor Advised Charitable Giving's Invesco S&P SmallCap Quality ETF position peaked at $210K in Q4 2025.
  • 75 funds tracked by Wall St. Rank held Invesco S&P SmallCap Quality ETF as of Q1 2026.

Based on Donor Advised Charitable Giving's 13F filing for Q1 2026, filed 21 Apr 2026.