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HighPoint Advisor Group’s Invesco S&P SmallCap Quality ETF XSHQ Stock Holding History

HighPoint Advisor 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
Q1 		$7.18M Sell
170,202
-114,661
-40% -$4.98M 0.3% 71
2025
Q4 		$12M Buy
+284,863
New +$12.1M 0.26% 82

Other funds holding XSHQ

LPL Financial
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
BFP
Beacon Financial Planning Hyannis, Massachusetts $258M AUM 16.1% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighPoint Advisor Group's XSHQ Position: Q1 2026 in Review

HighPoint Advisor Group reduced its Invesco S&P SmallCap Quality ETF (XSHQ) stake by 40% in Q1 2026, selling an estimated $4.98M and leaving 170,202 shares worth $7.18M. The position accounts for 0.3% of the portfolio, ranked #71.

HighPoint Advisor Group first reported a position in XSHQ in Q4 2025 and has held it in 2 quarters since. The position peaked at $12M in Q4 2025. 75 funds tracked by Wall St. Rank hold XSHQ as of Q1 2026.

  • HighPoint Advisor Group held 170,202 shares of Invesco S&P SmallCap Quality ETF worth $7.18M as of Q1 2026.
  • HighPoint Advisor Group sold 114,661 Invesco S&P SmallCap Quality ETF shares in Q1 2026, an estimated $4.98M.
  • Invesco S&P SmallCap Quality ETF made up 0.3% of HighPoint Advisor Group's portfolio in Q1 2026, its #71 holding.
  • HighPoint Advisor Group first reported a position in Invesco S&P SmallCap Quality ETF in Q4 2025 and has held it in 2 quarters since.
  • HighPoint Advisor Group's Invesco S&P SmallCap Quality ETF position peaked at $12M in Q4 2025.
  • 75 funds tracked by Wall St. Rank held Invesco S&P SmallCap Quality ETF as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.