Total Clarity Wealth Management’s Invesco S&P SmallCap Quality ETF XSHQ Stock Holding History

Total Clarity Wealth Management’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
2024 Q4	–	Sell	-22,700	Closed	-$983K	–	298
2024 Q3	$983K	Buy	22,700 +1,284	+6%	+$52.9K	0.32%	87
2024 Q2	$832K	Buy	21,416 +7,575	+55%	+$301K	0.29%	94
2024 Q1	$570K	Buy	+13,841	New	+$548K	0.2%	135

Other funds holding XSHQ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

SGDR

SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return

MAM

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

MIA

Madison Investment Advisors Madison, Wisconsin $8.87B AUM

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

Total Clarity Wealth Management's XSHQ Position: Q4 2024 in Review

Total Clarity Wealth Management sold out of Invesco S&P SmallCap Quality ETF (XSHQ) in Q4 2024, closing a stake of 22,700 shares — an estimated $983K sold.

Total Clarity Wealth Management first reported a position in XSHQ in Q1 2024 and held it in 3 quarters. The position peaked at $983K in Q3 2024. 73 funds tracked by Wall St. Rank hold XSHQ as of Q4 2024.

Total Clarity Wealth Management reported no remaining Invesco S&P SmallCap Quality ETF position as of Q4 2024 after selling out during the quarter.
Total Clarity Wealth Management sold 22,700 Invesco S&P SmallCap Quality ETF shares in Q4 2024, an estimated $983K.
Total Clarity Wealth Management first reported a position in Invesco S&P SmallCap Quality ETF in Q1 2024 and held it in 3 quarters.
Total Clarity Wealth Management's Invesco S&P SmallCap Quality ETF position peaked at $983K in Q3 2024.
73 funds tracked by Wall St. Rank held Invesco S&P SmallCap Quality ETF as of Q4 2024.

Based on Total Clarity Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.