J2 Capital Management’s Invesco S&P SmallCap Quality ETF XSHQ Stock Holding History

J2 Capital 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
2026 Q3	$302K	Buy	+6,728	New	+$321K	0.19%	105
2025 Q1	–	Sell	-12,721	Closed	-$539K	–	127
2024 Q4	$539K	Buy	+12,721	New	+$567K	0.51%	44

Other funds holding XSHQ

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Private Advisory Group Redmond, Washington $1.87B AUM 37.58% 1-Year Est. Return

HighPoint Advisor Group Downers Grove, Illinois $2.86B AUM 18.73% 1-Year Est. Return

Beacon Financial Planning Hyannis, Massachusetts $294M AUM 15.62% 1-Year Est. Return

Entrust Financial Wayne, Pennsylvania $205M AUM 12.8% 1-Year Est. Return

PlanVest Financial Gaithersburg, Maryland $156M AUM

DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return

J2 Capital Management's XSHQ Position: Q3 2026 in Review

J2 Capital Management opened a new position in Invesco S&P SmallCap Quality ETF (XSHQ) in Q3 2026: 6,728 shares worth $302K. The stake represents 0.19% of the portfolio and ranks #105 among its holdings. This is a return to the name: J2 Capital Management previously reported a position in XSHQ as recently as Q4 2024.

J2 Capital Management first reported a position in XSHQ in Q4 2024 and has held it in 2 quarters since. The position peaked at $539K in Q4 2024. 44 funds tracked by Wall St. Rank hold XSHQ as of Q3 2026.

J2 Capital Management held 6,728 shares of Invesco S&P SmallCap Quality ETF worth $302K as of Q3 2026.
Invesco S&P SmallCap Quality ETF was a new J2 Capital Management position in Q3 2026.
Invesco S&P SmallCap Quality ETF made up 0.19% of J2 Capital Management's portfolio in Q3 2026, its #105 holding.
J2 Capital Management first reported a position in Invesco S&P SmallCap Quality ETF in Q4 2024 and has held it in 2 quarters since.
J2 Capital Management's Invesco S&P SmallCap Quality ETF position peaked at $539K in Q4 2024.
44 funds tracked by Wall St. Rank held Invesco S&P SmallCap Quality ETF as of Q3 2026.

Based on J2 Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.