Narus Financial Partners’s Invesco S&P SmallCap Quality ETF XSHQ Stock Holding History

Narus Financial Partners’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	–	Sell	-5,375	Closed	-$226K	–	168
2025 Q4	$226K	Buy	5,375 +56	+1%	+$2.37K	0.06%	152
2025 Q3	$229K	Buy	+5,319	New	+$227K	0.06%	158
2025 Q2	–	Sell	-5,369	Closed	-$212K	–	166
2025 Q1	$212K	Buy	+5,369	New	+$222K	0.07%	144

Other funds holding XSHQ

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 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 New York $871B AUM 31.28% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Narus Financial Partners's XSHQ Position: Q1 2026 in Review

Narus Financial Partners sold out of Invesco S&P SmallCap Quality ETF (XSHQ) in Q1 2026, closing a stake of 5,375 shares — an estimated $226K sold.

Narus Financial Partners first reported a position in XSHQ in Q1 2025 and held it in 3 quarters. The position peaked at $229K in Q3 2025. 75 funds tracked by Wall St. Rank hold XSHQ as of Q1 2026.

Narus Financial Partners reported no remaining Invesco S&P SmallCap Quality ETF position as of Q1 2026 after selling out during the quarter.
Narus Financial Partners sold 5,375 Invesco S&P SmallCap Quality ETF shares in Q1 2026, an estimated $226K.
Narus Financial Partners first reported a position in Invesco S&P SmallCap Quality ETF in Q1 2025 and held it in 3 quarters.
Narus Financial Partners's Invesco S&P SmallCap Quality ETF position peaked at $229K in Q3 2025.
75 funds tracked by Wall St. Rank held Invesco S&P SmallCap Quality ETF as of Q1 2026.

Based on Narus Financial Partners's 13F filing for Q1 2026, filed 21 Apr 2026.