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

Rossby 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 Q1	$209K	Buy	+4,939	New	+$215K	0.04%	370

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

Rossby Financial's XSHQ Position: Q1 2026 in Review

Rossby Financial opened a new position in Invesco S&P SmallCap Quality ETF (XSHQ) in Q1 2026: 4,939 shares worth $209K. The stake represents 0.04% of the portfolio and ranks #370 among its holdings.

75 funds tracked by Wall St. Rank hold XSHQ as of Q1 2026.

Rossby Financial held 4,939 shares of Invesco S&P SmallCap Quality ETF worth $209K as of Q1 2026.
Invesco S&P SmallCap Quality ETF was a new Rossby Financial position in Q1 2026.
Invesco S&P SmallCap Quality ETF made up 0.04% of Rossby Financial's portfolio in Q1 2026, its #370 holding.
75 funds tracked by Wall St. Rank held Invesco S&P SmallCap Quality ETF as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.