EWA
XSHQ icon

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

EverSource Wealth 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 		$26.5K Hold
549
– – ﹤0.01% 2232
2026
Q1 		$23.1K Sell
549
-977
-64% -$42.5K ﹤0.01% 2413
2025
Q4 		$64.2K Sell
1,526
-448
-23% -$19K ﹤0.01% 1580
2025
Q3 		$84.9K Buy
+1,974
New +$84.3K ﹤0.01% 1370

Other funds holding XSHQ

BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
IF
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
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
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
HPCM
Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

EverSource Wealth Advisors's XSHQ Position: Q2 2026 in Review

EverSource Wealth Advisors held its Invesco S&P SmallCap Quality ETF (XSHQ) position steady in Q2 2026 at 549 shares worth $26.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2232.

EverSource Wealth Advisors first reported a position in XSHQ in Q3 2025 and has held it in 4 quarters since. The position peaked at $84.9K in Q3 2025. 16 funds tracked by Wall St. Rank hold XSHQ as of Q2 2026.

  • EverSource Wealth Advisors held 549 shares of Invesco S&P SmallCap Quality ETF worth $26.5K as of Q2 2026.
  • EverSource Wealth Advisors left its Invesco S&P SmallCap Quality ETF share count unchanged in Q2 2026.
  • Invesco S&P SmallCap Quality ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2232 holding.
  • EverSource Wealth Advisors first reported a position in Invesco S&P SmallCap Quality ETF in Q3 2025 and has held it in 4 quarters since.
  • EverSource Wealth Advisors's Invesco S&P SmallCap Quality ETF position peaked at $84.9K in Q3 2025.
  • 16 funds tracked by Wall St. Rank held Invesco S&P SmallCap Quality ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.