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XSHQ icon

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

Nikulski Financial’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 		$292K Sell
6,045
-230
-4% -$10.5K 0.06% 157
2026
Q1 		$265K Sell
6,275
-750
-11% -$32.6K 0.07% 159
2025
Q4 		$296K Sell
7,025
-3,400
-33% -$144K 0.07% 152
2025
Q3 		$449K Buy
10,425
+5
+0% +$214 0.11% 109
2025
Q2 		$424K Buy
10,420
+5,085
+95% +$198K 0.12% 104
2025
Q1 		$211K Buy
+5,335
New +$221K 0.06% 133

Other funds holding XSHQ

BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
FFG
Fortune Financial Group Naples, Florida $128M AUM
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Nikulski Financial's XSHQ Position: Q2 2026 in Review

Nikulski Financial reduced its Invesco S&P SmallCap Quality ETF (XSHQ) stake by 3.7% in Q2 2026, selling an estimated $10.5K and leaving 6,045 shares worth $292K. The position accounts for 0.06% of the portfolio, ranked #157.

Nikulski Financial first reported a position in XSHQ in Q1 2025 and has held it in 6 quarters since. The position peaked at $449K in Q3 2025. 22 funds tracked by Wall St. Rank hold XSHQ as of Q2 2026.

  • Nikulski Financial held 6,045 shares of Invesco S&P SmallCap Quality ETF worth $292K as of Q2 2026.
  • Nikulski Financial sold 230 Invesco S&P SmallCap Quality ETF shares in Q2 2026, an estimated $10.5K.
  • Invesco S&P SmallCap Quality ETF made up 0.06% of Nikulski Financial's portfolio in Q2 2026, its #157 holding.
  • Nikulski Financial first reported a position in Invesco S&P SmallCap Quality ETF in Q1 2025 and has held it in 6 quarters since.
  • Nikulski Financial's Invesco S&P SmallCap Quality ETF position peaked at $449K in Q3 2025.
  • 22 funds tracked by Wall St. Rank held Invesco S&P SmallCap Quality ETF as of Q2 2026.

Based on Nikulski Financial's 13F filing for Q2 2026, filed 28 Jul 2026.