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XSHQ icon

Golden State Wealth Management’s Invesco S&P SmallCap Quality ETF XSHQ Stock Holding History

Golden State Wealth 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
2026
Q2 		$952K Sell
19,682
-1,655
-8% -$75.3K 0.09% 187
2026
Q1 		$900K Buy
21,337
+251
+1% +$10.9K 0.1% 168
2025
Q4 		$888K Buy
21,086
+565
+3% +$23.9K 0.09% 169
2025
Q3 		$883K Buy
20,521
+1,092
+6% +$46.6K 0.1% 162
2025
Q2 		$791K Buy
19,429
+3,778
+24% +$147K 0.1% 167
2025
Q1 		$619K Buy
15,651
+2,607
+20% +$108K 0.09% 173
2024
Q4 		$552K Buy
+13,044
New +$581K 0.08% 184

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
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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Golden State Wealth Management's XSHQ Position: Q2 2026 in Review

Golden State Wealth Management reduced its Invesco S&P SmallCap Quality ETF (XSHQ) stake by 7.8% in Q2 2026, selling an estimated $75.3K and leaving 19,682 shares worth $952K. The position accounts for 0.09% of the portfolio, ranked #187.

Golden State Wealth Management first reported a position in XSHQ in Q4 2024 and has held it in 7 quarters since. 16 funds tracked by Wall St. Rank hold XSHQ as of Q2 2026.

  • Golden State Wealth Management held 19,682 shares of Invesco S&P SmallCap Quality ETF worth $952K as of Q2 2026.
  • Golden State Wealth Management sold 1,655 Invesco S&P SmallCap Quality ETF shares in Q2 2026, an estimated $75.3K.
  • Invesco S&P SmallCap Quality ETF made up 0.09% of Golden State Wealth Management's portfolio in Q2 2026, its #187 holding.
  • Golden State Wealth Management first reported a position in Invesco S&P SmallCap Quality ETF in Q4 2024 and has held it in 7 quarters since.
  • 16 funds tracked by Wall St. Rank held Invesco S&P SmallCap Quality ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.