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

Prospera Financial 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
2022
Q2 		– Sell
-40
Closed -$1K – 2648
2022
Q1 		$1K Buy
+40
New +$1.49K ﹤0.01% 2692

Other funds holding XSHQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Prospera Financial Services's XSHQ Position: Q2 2022 in Review

Prospera Financial Services sold out of Invesco S&P SmallCap Quality ETF (XSHQ) in Q2 2022, closing a stake of 40 shares — an estimated $1K sold.

Prospera Financial Services first reported a position in XSHQ in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 16 funds tracked by Wall St. Rank hold XSHQ as of Q2 2022.

  • Prospera Financial Services reported no remaining Invesco S&P SmallCap Quality ETF position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 40 Invesco S&P SmallCap Quality ETF shares in Q2 2022, an estimated $1K.
  • Prospera Financial Services first reported a position in Invesco S&P SmallCap Quality ETF in Q1 2022 and held it in 1 quarter.
  • Prospera Financial Services's Invesco S&P SmallCap Quality ETF position peaked at $1K in Q1 2022.
  • 16 funds tracked by Wall St. Rank held Invesco S&P SmallCap Quality ETF as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.