Intrua Financial’s Invesco S&P SmallCap Quality ETF XSHQ Stock Holding History

Intrua Financial’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	$3.44M	Sell	81,711 -284	-0.3%	-$12.3K	0.36%	51
2025 Q4	$3.45M	Buy	81,995 +1,460	+2%	+$61.8K	0.36%	48
2025 Q3	$3.47M	Sell	80,535 -4,008	-5%	-$171K	0.38%	46
2025 Q2	$3.44M	Buy	84,543 +2,043	+2%	+$79.6K	0.46%	39
2025 Q1	$3.26M	Buy	82,500 +11,387	+16%	+$471K	0.47%	45
2024 Q4	$3.01M	Buy	71,113 +5,364	+8%	+$239K	0.46%	44
2024 Q3	$2.85M	Buy	65,749 +3,623	+6%	+$149K	0.42%	44
2024 Q2	$2.41M	Buy	+62,126	New	+$2.47M	0.36%	53

Other funds holding XSHQ

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 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

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 New York $871B AUM 31.28% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Intrua Financial's XSHQ Position: Q1 2026 in Review

Intrua Financial reduced its Invesco S&P SmallCap Quality ETF (XSHQ) stake by 0.35% in Q1 2026, selling an estimated $12.3K and leaving 81,711 shares worth $3.44M. The position accounts for 0.36% of the portfolio, ranked #51.

Intrua Financial first reported a position in XSHQ in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.47M in Q3 2025. 75 funds tracked by Wall St. Rank hold XSHQ as of Q1 2026.

Intrua Financial held 81,711 shares of Invesco S&P SmallCap Quality ETF worth $3.44M as of Q1 2026.
Intrua Financial sold 284 Invesco S&P SmallCap Quality ETF shares in Q1 2026, an estimated $12.3K.
Invesco S&P SmallCap Quality ETF made up 0.36% of Intrua Financial's portfolio in Q1 2026, its #51 holding.
Intrua Financial first reported a position in Invesco S&P SmallCap Quality ETF in Q2 2024 and has held it in 8 quarters since.
Intrua Financial's Invesco S&P SmallCap Quality ETF position peaked at $3.47M in Q3 2025.
75 funds tracked by Wall St. Rank held Invesco S&P SmallCap Quality ETF as of Q1 2026.

Based on Intrua Financial's 13F filing for Q1 2026, filed 23 Apr 2026.