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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
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 $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
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 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

Independent Advisor Alliance's XSHQ Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Invesco S&P SmallCap Quality ETF (XSHQ) in Q1 2026: 233,731 shares worth $9.85M. The stake represents 0.11% of the portfolio and ranks #172 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in XSHQ as recently as Q4 2024.

Independent Advisor Alliance first reported a position in XSHQ in Q4 2024 and has held it in 2 quarters since. The position peaked at $16.6M in Q4 2024. 75 funds tracked by Wall St. Rank hold XSHQ as of Q1 2026.

  • Independent Advisor Alliance held 233,731 shares of Invesco S&P SmallCap Quality ETF worth $9.85M as of Q1 2026.
  • Invesco S&P SmallCap Quality ETF was a new Independent Advisor Alliance position in Q1 2026.
  • Invesco S&P SmallCap Quality ETF made up 0.11% of Independent Advisor Alliance's portfolio in Q1 2026, its #172 holding.
  • Independent Advisor Alliance first reported a position in Invesco S&P SmallCap Quality ETF in Q4 2024 and has held it in 2 quarters since.
  • 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 Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.