Truist Financial
XSHQ icon

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

Truist 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 		$314K Buy
+7,436
New +$323K ﹤0.01% 2360
2022
Q4 		– Sell
-12,550
Closed -$379K – 2694
2022
Q3 		$379K Buy
+12,550
New +$416K ﹤0.01% 1968
2022
Q1 		– Sell
-7,820
Closed -$306K – 2873
2021
Q4 		$306K Buy
+7,820
New +$303K ﹤0.01% 2346

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

Truist Financial's XSHQ Position: Q1 2026 in Review

Truist Financial opened a new position in Invesco S&P SmallCap Quality ETF (XSHQ) in Q1 2026: 7,436 shares worth $314K. The stake represents ﹤0.01% of the portfolio and ranks #2360 among its holdings. This is a return to the name: Truist Financial previously reported a position in XSHQ as recently as Q3 2022.

Truist Financial first reported a position in XSHQ in Q4 2021 and has held it in 3 quarters since. The position peaked at $379K in Q3 2022. 75 funds tracked by Wall St. Rank hold XSHQ as of Q1 2026.

  • Truist Financial held 7,436 shares of Invesco S&P SmallCap Quality ETF worth $314K as of Q1 2026.
  • Invesco S&P SmallCap Quality ETF was a new Truist Financial position in Q1 2026.
  • Invesco S&P SmallCap Quality ETF made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #2360 holding.
  • Truist Financial first reported a position in Invesco S&P SmallCap Quality ETF in Q4 2021 and has held it in 3 quarters since.
  • Truist Financial's Invesco S&P SmallCap Quality ETF position peaked at $379K in Q3 2022.
  • 75 funds tracked by Wall St. Rank held Invesco S&P SmallCap Quality ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.