Global Retirement Partners’s Invesco S&P SmallCap Quality ETF XSHQ Stock Holding History

Global Retirement Partners’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 Q4	$21K	Hold	500	–	–	﹤0.01%	2845
2025 Q3	$21.5K	Hold	500	–	–	﹤0.01%	2364
2025 Q2	$20.4K	Buy	+500	New	+$19.5K	﹤0.01%	2281
2024 Q4	$23.3K	Hold	550	–	–	﹤0.01%	2009
2024 Q3	$23.8K	Hold	550	–	–	﹤0.01%	1902
2024 Q2	$21.4K	Hold	550	–	–	﹤0.01%	1950
2024 Q1	$22.6K	Hold	550	–	–	﹤0.01%	1757
2023 Q4	$21K	Hold	550	–	–	﹤0.01%	1736
2023 Q3	$19.1K	Hold	550	–	–	﹤0.01%	1661
2023 Q2	$19.8K	Hold	550	–	–	﹤0.01%	1673
2023 Q1	$17.7K	Buy	550 +500	+1,000%	+$17.2K	﹤0.01%	1690
2022 Q4	$1.63K	Hold	50	–	–	﹤0.01%	2433
2022 Q3	$2K	Buy	+50	New	+$1.66K	﹤0.01%	2332

Other funds holding XSHQ

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 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 $1.52B AUM 41.01% 1-Year Est. Return

BFP

Beacon Financial Planning Hyannis, Massachusetts $258M AUM 16.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Global Retirement Partners's XSHQ Position: Q4 2025 in Review

Global Retirement Partners held its Invesco S&P SmallCap Quality ETF (XSHQ) position steady in Q4 2025 at 500 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #2845.

Global Retirement Partners first reported a position in XSHQ in Q3 2022 and has held it in 13 quarters since. The position peaked at $23.8K in Q3 2024. 76 funds tracked by Wall St. Rank hold XSHQ as of Q4 2025.

Global Retirement Partners held 500 shares of Invesco S&P SmallCap Quality ETF worth $21K as of Q4 2025.
Global Retirement Partners left its Invesco S&P SmallCap Quality ETF share count unchanged in Q4 2025.
Invesco S&P SmallCap Quality ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2845 holding.
Global Retirement Partners first reported a position in Invesco S&P SmallCap Quality ETF in Q3 2022 and has held it in 13 quarters since.
Global Retirement Partners's Invesco S&P SmallCap Quality ETF position peaked at $23.8K in Q3 2024.
76 funds tracked by Wall St. Rank held Invesco S&P SmallCap Quality ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.