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Fortune Financial Group’s Invesco S&P SmallCap Quality ETF XSHQ Stock Holding History

Fortune Financial Group’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 		$963K Buy
19,912
+3,220
+19% +$147K 0.75% 32
2026
Q1 		$704K Buy
16,692
+2,298
+16% +$99.9K 0.63% 30
2025
Q4 		$622K Buy
+14,394
New +$609K 0.61% 40

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 $3.81B AUM 32.31% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 1-Year Est. Return
BFP
Beacon Financial Planning Hyannis, Massachusetts $295M AUM 25.92% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fortune Financial Group's XSHQ Position: Q2 2026 in Review

Fortune Financial Group increased its Invesco S&P SmallCap Quality ETF (XSHQ) stake by 19% in Q2 2026, buying an estimated $147K and bringing the position to 19,912 shares worth $963K. The position accounts for 0.75% of the portfolio, ranked #32.

Fortune Financial Group first reported a position in XSHQ in Q4 2025 and has held it in 3 quarters since. 74 funds tracked by Wall St. Rank hold XSHQ as of Q2 2026.

  • Fortune Financial Group held 19,912 shares of Invesco S&P SmallCap Quality ETF worth $963K as of Q2 2026.
  • Fortune Financial Group bought 3,220 Invesco S&P SmallCap Quality ETF shares in Q2 2026, an estimated $147K.
  • Invesco S&P SmallCap Quality ETF made up 0.75% of Fortune Financial Group's portfolio in Q2 2026, its #32 holding.
  • Fortune Financial Group first reported a position in Invesco S&P SmallCap Quality ETF in Q4 2025 and has held it in 3 quarters since.
  • 74 funds tracked by Wall St. Rank held Invesco S&P SmallCap Quality ETF as of Q2 2026.

Based on Fortune Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.