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Madison Investment Advisors’s Invesco S&P SmallCap Quality ETF XSHQ Stock Holding History

Madison Investment Advisors’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 		$9.93M Buy
+234,561
New +$10.4M 0.11% 133

Other funds holding XSHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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 $14.3B AUM 34.42% 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 $4.27B AUM 45.92% 1-Year Est. Return
SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $898M AUM 45.5% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Madison Investment Advisors's XSHQ Position: Q4 2024 in Review

Madison Investment Advisors opened a new position in Invesco S&P SmallCap Quality ETF (XSHQ) in Q4 2024: 234,561 shares worth $9.93M. The stake represents 0.11% of the portfolio and ranks #133 among its holdings.

73 funds tracked by Wall St. Rank hold XSHQ as of Q4 2024.

  • Madison Investment Advisors held 234,561 shares of Invesco S&P SmallCap Quality ETF worth $9.93M as of Q4 2024.
  • Invesco S&P SmallCap Quality ETF was a new Madison Investment Advisors position in Q4 2024.
  • Invesco S&P SmallCap Quality ETF made up 0.11% of Madison Investment Advisors's portfolio in Q4 2024, its #133 holding.
  • 73 funds tracked by Wall St. Rank held Invesco S&P SmallCap Quality ETF as of Q4 2024.

Based on Madison Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.