N.E.W. Advisory Services’s Invesco S&P SmallCap Quality ETF XSHQ Stock Holding History

N.E.W. Advisory Services’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	$14.5K	Hold	300	–	–	﹤0.01%	590
2026 Q1	$12.6K	Buy	+300	New	+$13K	﹤0.01%	587

Other funds holding XSHQ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 1-Year Est. Return

Beacon Financial Planning Hyannis, Massachusetts $295M AUM 25.92% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

N.E.W. Advisory Services's XSHQ Position: Q2 2026 in Review

N.E.W. Advisory Services held its Invesco S&P SmallCap Quality ETF (XSHQ) position steady in Q2 2026 at 300 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

N.E.W. Advisory Services first reported a position in XSHQ in Q1 2026 and has held it in 2 quarters since. 74 funds tracked by Wall St. Rank hold XSHQ as of Q2 2026.

N.E.W. Advisory Services held 300 shares of Invesco S&P SmallCap Quality ETF worth $14.5K as of Q2 2026.
N.E.W. Advisory Services 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 N.E.W. Advisory Services's portfolio in Q2 2026, its #590 holding.
N.E.W. Advisory Services first reported a position in Invesco S&P SmallCap Quality ETF in Q1 2026 and has held it in 2 quarters since.
74 funds tracked by Wall St. Rank held Invesco S&P SmallCap Quality ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.