Twin Peaks Wealth Advisors’s Invesco S&P SmallCap Quality ETF XSHQ Stock Holding History

Twin Peaks Wealth Advisors’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 Q2	$596K	Sell	12,317 -385	-3%	-$17.5K	0.13%	108
2026 Q1	$536K	Sell	12,702 -54	-0.4%	-$2.35K	0.13%	105
2025 Q4	$576K	Sell	12,756 -200	-2%	-$8.47K	0.17%	93
2025 Q3	$558K	Sell	12,956 -862	-6%	-$36.8K	0.19%	93
2025 Q2	$594K	Sell	13,818 -512	-4%	-$19.9K	0.19%	81
2025 Q1	$522K	Sell	14,330 -729	-5%	-$30.1K	0.24%	79
2024 Q4	$638K	Sell	15,059 -153	-1%	-$6.81K	0.27%	68
2024 Q3	$659K	Sell	15,212 -160	-1%	-$6.59K	0.3%	65
2024 Q2	$598K	Sell	15,372 -383	-2%	-$15.2K	0.3%	68
2024 Q1	$649K	Sell	15,755 -321	-2%	-$12.7K	0.36%	59
2023 Q4	$641K	Buy	+16,076	New	+$583K	0.41%	51

Other funds holding XSHQ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BCG

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

PAG

Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 1-Year Est. Return

BFP

Beacon Financial Planning Hyannis, Massachusetts $295M AUM 25.92% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Twin Peaks Wealth Advisors's XSHQ Position: Q2 2026 in Review

Twin Peaks Wealth Advisors reduced its Invesco S&P SmallCap Quality ETF (XSHQ) stake by 3% in Q2 2026, selling an estimated $17.5K and leaving 12,317 shares worth $596K. The position accounts for 0.13% of the portfolio, ranked #108.

Twin Peaks Wealth Advisors first reported a position in XSHQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $659K in Q3 2024. 74 funds tracked by Wall St. Rank hold XSHQ as of Q2 2026.

Twin Peaks Wealth Advisors held 12,317 shares of Invesco S&P SmallCap Quality ETF worth $596K as of Q2 2026.
Twin Peaks Wealth Advisors sold 385 Invesco S&P SmallCap Quality ETF shares in Q2 2026, an estimated $17.5K.
Invesco S&P SmallCap Quality ETF made up 0.13% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #108 holding.
Twin Peaks Wealth Advisors first reported a position in Invesco S&P SmallCap Quality ETF in Q4 2023 and has held it in 11 quarters since.
Twin Peaks Wealth Advisors's Invesco S&P SmallCap Quality ETF position peaked at $659K in Q3 2024.
74 funds tracked by Wall St. Rank held Invesco S&P SmallCap Quality ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.