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Onyx Bridge Wealth Group’s Invesco S&P SmallCap Quality ETF XSHQ Stock Holding History

Onyx Bridge Wealth Group’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 		$459K Buy
9,483
+291
+3% +$13.2K 0.04% 252
2026
Q1 		$388K Sell
9,192
-297
-3% -$12.9K 0.04% 252
2025
Q4 		$399K Sell
9,489
-1,597
-14% -$67.6K 0.04% 246
2025
Q3 		$477K Buy
+11,086
New +$473K 0.05% 223

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
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
HPCM
Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Onyx Bridge Wealth Group's XSHQ Position: Q2 2026 in Review

Onyx Bridge Wealth Group increased its Invesco S&P SmallCap Quality ETF (XSHQ) stake by 3.2% in Q2 2026, buying an estimated $13.2K and bringing the position to 9,483 shares worth $459K. The position accounts for 0.04% of the portfolio, ranked #252.

Onyx Bridge Wealth Group first reported a position in XSHQ in Q3 2025 and has held it in 4 quarters since. The position peaked at $477K in Q3 2025. 16 funds tracked by Wall St. Rank hold XSHQ as of Q2 2026.

  • Onyx Bridge Wealth Group held 9,483 shares of Invesco S&P SmallCap Quality ETF worth $459K as of Q2 2026.
  • Onyx Bridge Wealth Group bought 291 Invesco S&P SmallCap Quality ETF shares in Q2 2026, an estimated $13.2K.
  • Invesco S&P SmallCap Quality ETF made up 0.04% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #252 holding.
  • Onyx Bridge Wealth Group first reported a position in Invesco S&P SmallCap Quality ETF in Q3 2025 and has held it in 4 quarters since.
  • Onyx Bridge Wealth Group's Invesco S&P SmallCap Quality ETF position peaked at $477K in Q3 2025.
  • 16 funds tracked by Wall St. Rank held Invesco S&P SmallCap Quality ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.