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Westmount Partners’s Invesco S&P SmallCap Quality ETF XSHQ Stock Holding History

Westmount Partners’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 		– Sell
-40,000
Closed -$2.19M – 303
2026
Q1 		$2.19M Buy
+40,000
New +$1.74M 0.54% 41

Other funds holding XSHQ

BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
HPCM
Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Westmount Partners's XSHQ Position: Q2 2026 in Review

Westmount Partners sold out of Invesco S&P SmallCap Quality ETF (XSHQ) in Q2 2026, closing a stake of 40,000 shares — an estimated $2.19M sold.

Westmount Partners first reported a position in XSHQ in Q1 2026 and held it in 1 quarter. The position peaked at $2.19M in Q1 2026. 16 funds tracked by Wall St. Rank hold XSHQ as of Q2 2026.

  • Westmount Partners reported no remaining Invesco S&P SmallCap Quality ETF position as of Q2 2026 after selling out during the quarter.
  • Westmount Partners sold 40,000 Invesco S&P SmallCap Quality ETF shares in Q2 2026, an estimated $2.19M.
  • Westmount Partners first reported a position in Invesco S&P SmallCap Quality ETF in Q1 2026 and held it in 1 quarter.
  • Westmount Partners's Invesco S&P SmallCap Quality ETF position peaked at $2.19M in Q1 2026.
  • 16 funds tracked by Wall St. Rank held Invesco S&P SmallCap Quality ETF as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.