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Sanctuary Advisors’s Invesco S&P SmallCap Quality ETF XSHQ Stock Holding History

Sanctuary Advisors’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
-8,957
Closed -$377K – 2642
2025
Q4 		$377K Sell
8,957
-13,729
-61% -$581K ﹤0.01% 1887
2025
Q3 		$976K Sell
22,686
-1,277
-5% -$54.5K 0.01% 1305
2025
Q2 		$976K Buy
+23,963
New +$933K 0.01% 1235

Other funds holding XSHQ

LPL Financial
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
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Sanctuary Advisors's XSHQ Position: Q1 2026 in Review

Sanctuary Advisors sold out of Invesco S&P SmallCap Quality ETF (XSHQ) in Q1 2026, closing a stake of 8,957 shares — an estimated $377K sold.

Sanctuary Advisors first reported a position in XSHQ in Q2 2025 and held it in 3 quarters. The position peaked at $976K in Q3 2025. 75 funds tracked by Wall St. Rank hold XSHQ as of Q1 2026.

  • Sanctuary Advisors reported no remaining Invesco S&P SmallCap Quality ETF position as of Q1 2026 after selling out during the quarter.
  • Sanctuary Advisors sold 8,957 Invesco S&P SmallCap Quality ETF shares in Q1 2026, an estimated $377K.
  • Sanctuary Advisors first reported a position in Invesco S&P SmallCap Quality ETF in Q2 2025 and held it in 3 quarters.
  • Sanctuary Advisors's Invesco S&P SmallCap Quality ETF position peaked at $976K in Q3 2025.
  • 75 funds tracked by Wall St. Rank held Invesco S&P SmallCap Quality ETF as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.