IWM
XSHQ icon

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

IHT 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
2025
Q4 		– Sell
-7,854
Closed -$338K – 1267
2025
Q3 		$338K Buy
7,854
+252
+3% +$10.8K 0.01% 883
2025
Q2 		$310K Sell
7,602
-637
-8% -$24.8K 0.01% 876
2025
Q1 		$326K Buy
8,239
+355
+5% +$14.7K 0.01% 829
2024
Q4 		$334K Buy
+7,884
New +$351K 0.01% 821

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $969M AUM 19.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IHT Wealth Management's XSHQ Position: Q4 2025 in Review

IHT Wealth Management sold out of Invesco S&P SmallCap Quality ETF (XSHQ) in Q4 2025, closing a stake of 7,854 shares — an estimated $338K sold.

IHT Wealth Management first reported a position in XSHQ in Q4 2024 and held it in 4 quarters. The position peaked at $338K in Q3 2025. 76 funds tracked by Wall St. Rank hold XSHQ as of Q4 2025.

  • IHT Wealth Management reported no remaining Invesco S&P SmallCap Quality ETF position as of Q4 2025 after selling out during the quarter.
  • IHT Wealth Management sold 7,854 Invesco S&P SmallCap Quality ETF shares in Q4 2025, an estimated $338K.
  • IHT Wealth Management first reported a position in Invesco S&P SmallCap Quality ETF in Q4 2024 and held it in 4 quarters.
  • IHT Wealth Management's Invesco S&P SmallCap Quality ETF position peaked at $338K in Q3 2025.
  • 76 funds tracked by Wall St. Rank held Invesco S&P SmallCap Quality ETF as of Q4 2025.

Based on IHT Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.