SPX Gestao de Recursos’s Invesco S&P SmallCap Quality ETF XSHQ Stock Holding History

SPX Gestao de Recursos’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
2025 Q3	–	Sell	-189,080	Closed	-$7.7M	–	191
2025 Q2	$7.7M	Sell	189,080 -177,161	-48%	-$6.9M	0.72%	33
2025 Q1	$14.5M	Buy	366,241 +51,291	+16%	+$2.12M	1.87%	16
2024 Q4	$13.3M	Buy	+314,950	New	+$14M	2.01%	17

Other funds holding XSHQ

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $3.12B 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

Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Private Advisory Group Redmond, Washington $1.44B AUM 41.01% 1-Year Est. Return

Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Employees Retirement Fund of the City of Fort Worth Fort Worth, Texas $230M AUM 10.19% 1-Year Est. Return

Beacon Financial Planning Hyannis, Massachusetts $258M AUM 16.1% 1-Year Est. Return