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Kingsview Wealth Management’s Invesco S&P SmallCap Quality ETF XSHQ Stock Holding History

Kingsview Wealth 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
Q2 		$314K Hold
6,503
– – ﹤0.01% 1166
2026
Q1 		$274K Buy
6,503
+300
+5% +$13K ﹤0.01% 1127
2025
Q4 		$261K Hold
6,203
– – ﹤0.01% 1064
2025
Q3 		$267K Hold
6,203
– – ﹤0.01% 1012
2025
Q2 		$253K Buy
6,203
+580
+10% +$22.6K ﹤0.01% 1015
2025
Q1 		$222K Buy
+5,623
New +$232K ﹤0.01% 1003

Other funds holding XSHQ

LPL Financial
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
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
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kingsview Wealth Management's XSHQ Position: Q2 2026 in Review

Kingsview Wealth Management held its Invesco S&P SmallCap Quality ETF (XSHQ) position steady in Q2 2026 at 6,503 shares worth $314K. The position accounts for ﹤0.01% of the portfolio, ranked #1166.

Kingsview Wealth Management first reported a position in XSHQ in Q1 2025 and has held it in 6 quarters since. 75 funds tracked by Wall St. Rank hold XSHQ as of Q2 2026.

  • Kingsview Wealth Management held 6,503 shares of Invesco S&P SmallCap Quality ETF worth $314K as of Q2 2026.
  • Kingsview Wealth Management left its Invesco S&P SmallCap Quality ETF share count unchanged in Q2 2026.
  • Invesco S&P SmallCap Quality ETF made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1166 holding.
  • Kingsview Wealth Management first reported a position in Invesco S&P SmallCap Quality ETF in Q1 2025 and has held it in 6 quarters since.
  • 75 funds tracked by Wall St. Rank held Invesco S&P SmallCap Quality ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.