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

Summit 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 		$482K Buy
11,428
+1,579
+16% +$68.6K 0.01% 1011
2025
Q4 		$415K Buy
9,849
+875
+10% +$37K 0.01% 946
2025
Q3 		$386K Buy
+8,974
New +$383K 0.01% 971

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

Summit Financial's XSHQ Position: Q1 2026 in Review

Summit Financial increased its Invesco S&P SmallCap Quality ETF (XSHQ) stake by 16% in Q1 2026, buying an estimated $68.6K and bringing the position to 11,428 shares worth $482K. The position accounts for 0.01% of the portfolio, ranked #1011.

Summit Financial first reported a position in XSHQ in Q3 2025 and has held it in 3 quarters since. 75 funds tracked by Wall St. Rank hold XSHQ as of Q1 2026.

  • Summit Financial held 11,428 shares of Invesco S&P SmallCap Quality ETF worth $482K as of Q1 2026.
  • Summit Financial bought 1,579 Invesco S&P SmallCap Quality ETF shares in Q1 2026, an estimated $68.6K.
  • Invesco S&P SmallCap Quality ETF made up 0.01% of Summit Financial's portfolio in Q1 2026, its #1011 holding.
  • Summit Financial first reported a position in Invesco S&P SmallCap Quality ETF in Q3 2025 and has held it in 3 quarters since.
  • 75 funds tracked by Wall St. Rank held Invesco S&P SmallCap Quality ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.