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Financial Advocates Investment Management’s Invesco S&P SmallCap Quality ETF XSHQ Stock Holding History

Financial Advocates Investment 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 		– Sell
-9,032
Closed -$368K – 620
2025
Q2 		$368K Sell
9,032
-807
-8% -$31.4K 0.03% 447
2025
Q1 		$389K Sell
9,839
-226
-2% -$9.34K 0.03% 492
2024
Q4 		$426K Sell
10,065
-1,341
-12% -$59.7K 0.02% 504
2024
Q3 		$494K Sell
11,406
-6,085
-35% -$251K 0.03% 460
2024
Q2 		$680K Buy
17,491
+646
+4% +$25.7K 0.04% 368
2024
Q1 		$694K Sell
16,845
-558
-3% -$22.1K 0.04% 384
2023
Q4 		$694K Buy
17,403
+3,112
+22% +$113K 0.05% 362
2023
Q3 		$510K Buy
14,291
+91
+0.6% +$3.34K 0.04% 404
2023
Q2 		$512K Sell
14,200
-113
-0.8% -$3.79K 0.04% 398
2023
Q1 		$484K Buy
14,313
+2,049
+17% +$70.7K 0.03% 440
2022
Q4 		$400K Buy
12,264
+781
+7% +$26.2K 0.03% 491
2022
Q3 		$347K Buy
11,483
+376
+3% +$12.5K 0.03% 508
2022
Q2 		$344K Buy
+11,107
New +$369K 0.03% 477

Other funds holding XSHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $187B AUM 21.7% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 1-Year Est. Return
AWA
Alaska Wealth Advisors Anchorage, Alaska $923M AUM 19.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ERFOTCOFW
Employees Retirement Fund of the City of Fort Worth Fort Worth, Texas $280M AUM 9.01% 1-Year Est. Return
BFP
Beacon Financial Planning Hyannis, Massachusetts $295M AUM 25.92% 1-Year Est. Return

Financial Advocates Investment Management's XSHQ Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Invesco S&P SmallCap Quality ETF (XSHQ) in Q3 2025, closing a stake of 9,032 shares — an estimated $368K sold.

Financial Advocates Investment Management first reported a position in XSHQ in Q2 2022 and held it in 13 quarters. The position peaked at $694K in Q4 2023. 75 funds tracked by Wall St. Rank hold XSHQ as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Invesco S&P SmallCap Quality ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 9,032 Invesco S&P SmallCap Quality ETF shares in Q3 2025, an estimated $368K.
  • Financial Advocates Investment Management first reported a position in Invesco S&P SmallCap Quality ETF in Q2 2022 and held it in 13 quarters.
  • Financial Advocates Investment Management's Invesco S&P SmallCap Quality ETF position peaked at $694K in Q4 2023.
  • 75 funds tracked by Wall St. Rank held Invesco S&P SmallCap Quality ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.