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Essex Financial Services’s Invesco S&P SmallCap Quality ETF XSHQ Stock Holding History

Essex Financial 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
2026
Q1 		$282K Buy
6,700
+395
+6% +$17.2K 0.02% 634
2025
Q4 		$265K Buy
6,305
+1,045
+20% +$44.2K 0.02% 651
2025
Q3 		$226K Buy
+5,260
New +$225K 0.01% 673

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

Essex Financial Services's XSHQ Position: Q1 2026 in Review

Essex Financial Services increased its Invesco S&P SmallCap Quality ETF (XSHQ) stake by 6.3% in Q1 2026, buying an estimated $17.2K and bringing the position to 6,700 shares worth $282K. The position accounts for 0.02% of the portfolio, ranked #634.

Essex Financial Services first reported a position in XSHQ in Q3 2025 and has held it in 3 quarters since. 75 funds tracked by Wall St. Rank hold XSHQ as of Q1 2026.

  • Essex Financial Services held 6,700 shares of Invesco S&P SmallCap Quality ETF worth $282K as of Q1 2026.
  • Essex Financial Services bought 395 Invesco S&P SmallCap Quality ETF shares in Q1 2026, an estimated $17.2K.
  • Invesco S&P SmallCap Quality ETF made up 0.02% of Essex Financial Services's portfolio in Q1 2026, its #634 holding.
  • Essex Financial Services first reported a position in Invesco S&P SmallCap Quality ETF in Q3 2025 and has held it in 3 quarters since.
  • 75 funds tracked by Wall St. Rank held Invesco S&P SmallCap Quality ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.