Family Management’s Invesco S&P SmallCap Quality ETF XSHQ Stock Holding History

Family Management’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
2025 Q3	$1.06M	Hold
2025 Q2	$1M	Buy
2025 Q1	$868K	Sell
2024 Q4	$1.25M	Buy
2024 Q3	$801K	Buy
2024 Q2	$535K	Hold
2024 Q1	$567K	Buy