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Independent Advisor Alliance’s Invesco S&P SmallCap Quality ETF XSHQ Stock Holding History

Independent Advisor Alliance’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 		– Sell
-233,731
Closed -$9.85M – 1642
2026
Q1 		$9.85M Buy
+233,731
New +$10.2M 0.11% 172
2025
Q1 		– Sell
-391,689
Closed -$16.6M – 1391
2024
Q4 		$16.6M Buy
+391,689
New +$17.4M 0.22% 97

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 $833M AUM 22.71% 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

Independent Advisor Alliance's XSHQ Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Invesco S&P SmallCap Quality ETF (XSHQ) in Q2 2026, closing a stake of 233,731 shares — an estimated $9.85M sold.

Independent Advisor Alliance first reported a position in XSHQ in Q4 2024 and held it in 2 quarters. The position peaked at $16.6M in Q4 2024. 75 funds tracked by Wall St. Rank hold XSHQ as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Invesco S&P SmallCap Quality ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 233,731 Invesco S&P SmallCap Quality ETF shares in Q2 2026, an estimated $9.85M.
  • Independent Advisor Alliance first reported a position in Invesco S&P SmallCap Quality ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's Invesco S&P SmallCap Quality ETF position peaked at $16.6M in Q4 2024.
  • 75 funds tracked by Wall St. Rank held Invesco S&P SmallCap Quality ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.