Integrated Wealth Concepts’s Invesco S&P SmallCap Quality ETF XSHQ Stock Holding History

Integrated Wealth Concepts’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	$48.5K	Buy	+1,003	New	+$45.7K	﹤0.01%	3389

Other funds holding XSHQ

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 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 Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Integrated Wealth Concepts's XSHQ Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Invesco S&P SmallCap Quality ETF (XSHQ) in Q2 2026: 1,003 shares worth $48.5K. The stake represents ﹤0.01% of the portfolio and ranks #3389 among its holdings.

75 funds tracked by Wall St. Rank hold XSHQ as of Q2 2026.

Integrated Wealth Concepts held 1,003 shares of Invesco S&P SmallCap Quality ETF worth $48.5K as of Q2 2026.
Invesco S&P SmallCap Quality ETF was a new Integrated Wealth Concepts position in Q2 2026.
Invesco S&P SmallCap Quality ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3389 holding.
75 funds tracked by Wall St. Rank held Invesco S&P SmallCap Quality ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.