Jones Financial Companies
XSHQ icon

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

Jones Financial Companies’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 		$1.79M Buy
43,417
+8,770
+25% +$381K ﹤0.01% 1475
2025
Q4 		$1.46M Buy
34,647
+6,583
+23% +$279K ﹤0.01% 1085
2025
Q3 		$1.22M Buy
28,064
+9,869
+54% +$421K ﹤0.01% 1057
2025
Q2 		$744K Buy
18,195
+10,474
+136% +$408K ﹤0.01% 1125
2025
Q1 		$298K Buy
+7,721
New +$319K ﹤0.01% 1335

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
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
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

Jones Financial Companies's XSHQ Position: Q1 2026 in Review

Jones Financial Companies increased its Invesco S&P SmallCap Quality ETF (XSHQ) stake by 25% in Q1 2026, buying an estimated $381K and bringing the position to 43,417 shares worth $1.79M. The position accounts for ﹤0.01% of the portfolio, ranked #1475.

Jones Financial Companies first reported a position in XSHQ in Q1 2025 and has held it in 5 quarters since. 75 funds tracked by Wall St. Rank hold XSHQ as of Q1 2026.

  • Jones Financial Companies held 43,417 shares of Invesco S&P SmallCap Quality ETF worth $1.79M as of Q1 2026.
  • Jones Financial Companies bought 8,770 Invesco S&P SmallCap Quality ETF shares in Q1 2026, an estimated $381K.
  • Invesco S&P SmallCap Quality ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1475 holding.
  • Jones Financial Companies first reported a position in Invesco S&P SmallCap Quality ETF in Q1 2025 and has held it in 5 quarters since.
  • 75 funds tracked by Wall St. Rank held Invesco S&P SmallCap Quality ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.