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Johnson Financial Group Inc (Wisconsin)’s Invesco S&P SmallCap Quality ETF XSHQ Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2024
Q4 		– Sell
-126
Closed -$5.46K – 1008
2024
Q3 		$5.46K Buy
+126
New +$5.19K ﹤0.01% 772

Other funds holding XSHQ

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Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
MIA
Madison Investment Advisors Madison, Wisconsin $8.87B AUM
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s XSHQ Position: Q4 2024 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Invesco S&P SmallCap Quality ETF (XSHQ) in Q4 2024, closing a stake of 126 shares — an estimated $5.46K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in XSHQ in Q3 2024 and held it in 1 quarter. The position peaked at $5.46K in Q3 2024. 73 funds tracked by Wall St. Rank hold XSHQ as of Q4 2024.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Invesco S&P SmallCap Quality ETF position as of Q4 2024 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 126 Invesco S&P SmallCap Quality ETF shares in Q4 2024, an estimated $5.46K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Invesco S&P SmallCap Quality ETF in Q3 2024 and held it in 1 quarter.
  • Johnson Financial Group Inc (Wisconsin)'s Invesco S&P SmallCap Quality ETF position peaked at $5.46K in Q3 2024.
  • 73 funds tracked by Wall St. Rank held Invesco S&P SmallCap Quality ETF as of Q4 2024.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2024, filed 14 Feb 2025.