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Steward Partners Investment Advisory’s Invesco S&P SmallCap Quality ETF XSHQ Stock Holding History

Steward Partners Investment Advisory’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 		$12.6K Buy
+300
New +$13K ﹤0.01% 3454

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

Steward Partners Investment Advisory's XSHQ Position: Q1 2026 in Review

Steward Partners Investment Advisory opened a new position in Invesco S&P SmallCap Quality ETF (XSHQ) in Q1 2026: 300 shares worth $12.6K. The stake represents ﹤0.01% of the portfolio and ranks #3454 among its holdings.

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

  • Steward Partners Investment Advisory held 300 shares of Invesco S&P SmallCap Quality ETF worth $12.6K as of Q1 2026.
  • Invesco S&P SmallCap Quality ETF was a new Steward Partners Investment Advisory position in Q1 2026.
  • Invesco S&P SmallCap Quality ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3454 holding.
  • 75 funds tracked by Wall St. Rank held Invesco S&P SmallCap Quality ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.