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Wealth Advisory Solutions’s Invesco S&P SmallCap Quality ETF XSHQ Stock Holding History

Wealth Advisory Solutions’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
2020
Q4 		– Sell
-16,774
Closed -$427K – 198
2020
Q3 		$427K Buy
16,774
+525
+3% +$13.8K 0.11% 117
2020
Q2 		$411K Buy
16,249
+1,354
+9% +$31.9K 0.11% 117
2020
Q1 		$319K Buy
14,895
+4,453
+43% +$117K 0.11% 127
2019
Q4 		$304K Buy
+10,442
New +$294K 0.08% 144

Other funds holding XSHQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wealth Advisory Solutions's XSHQ Position: Q4 2020 in Review

Wealth Advisory Solutions sold out of Invesco S&P SmallCap Quality ETF (XSHQ) in Q4 2020, closing a stake of 16,774 shares — an estimated $427K sold.

Wealth Advisory Solutions first reported a position in XSHQ in Q4 2019 and held it in 4 quarters. The position peaked at $427K in Q3 2020. 9 funds tracked by Wall St. Rank hold XSHQ as of Q4 2020.

  • Wealth Advisory Solutions reported no remaining Invesco S&P SmallCap Quality ETF position as of Q4 2020 after selling out during the quarter.
  • Wealth Advisory Solutions sold 16,774 Invesco S&P SmallCap Quality ETF shares in Q4 2020, an estimated $427K.
  • Wealth Advisory Solutions first reported a position in Invesco S&P SmallCap Quality ETF in Q4 2019 and held it in 4 quarters.
  • Wealth Advisory Solutions's Invesco S&P SmallCap Quality ETF position peaked at $427K in Q3 2020.
  • 9 funds tracked by Wall St. Rank held Invesco S&P SmallCap Quality ETF as of Q4 2020.

Based on Wealth Advisory Solutions's 13F filing for Q4 2020, filed 28 Jan 2021.