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Signature Estate & Investment Advisors’s Invesco S&P SmallCap Quality ETF XSHQ Stock Holding History

Signature Estate & Investment 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
Q2 		– Sell
-21,164
Closed -$892K – 707
2026
Q1 		$892K Buy
21,164
+2,124
+11% +$92.3K 0.02% 287
2025
Q4 		$801K Buy
19,040
+5,429
+40% +$230K 0.02% 292
2025
Q3 		$586K Buy
13,611
+3,659
+37% +$156K 0.01% 358
2025
Q2 		$405K Buy
+9,952
New +$388K 0.01% 405

Other funds holding XSHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 1-Year Est. Return
BFP
Beacon Financial Planning Hyannis, Massachusetts $295M AUM 25.92% 1-Year Est. Return
PF
PlanVest Financial Gaithersburg, Maryland $150M AUM
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

Signature Estate & Investment Advisors's XSHQ Position: Q2 2026 in Review

Signature Estate & Investment Advisors sold out of Invesco S&P SmallCap Quality ETF (XSHQ) in Q2 2026, closing a stake of 21,164 shares — an estimated $892K sold.

Signature Estate & Investment Advisors first reported a position in XSHQ in Q2 2025 and held it in 4 quarters. The position peaked at $892K in Q1 2026. 42 funds tracked by Wall St. Rank hold XSHQ as of Q2 2026.

  • Signature Estate & Investment Advisors reported no remaining Invesco S&P SmallCap Quality ETF position as of Q2 2026 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 21,164 Invesco S&P SmallCap Quality ETF shares in Q2 2026, an estimated $892K.
  • Signature Estate & Investment Advisors first reported a position in Invesco S&P SmallCap Quality ETF in Q2 2025 and held it in 4 quarters.
  • Signature Estate & Investment Advisors's Invesco S&P SmallCap Quality ETF position peaked at $892K in Q1 2026.
  • 42 funds tracked by Wall St. Rank held Invesco S&P SmallCap Quality ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.