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Invesco S&P Smallcap Quality (XSHQ)

CUSIP: 46138G300 | NYSE | 166 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Larson Financial Group LLC561,954
0.6% of portfolio›$25.2M
Confluence Investment Management LLC204,800
0.2% of portfolio›$9.2M
Breakwater Capital Group140,087
0.7% of portfolio›$6.3M
Beacon Financial Planning, Inc114,794
1.8% of portfolio›$5.2M
Entrust Financial LLC87,108
1.9% of portfolio›$3.9M
Dhjj Financial Advisors, Ltd.66,843
0.9% of portfolio›$3.0M
Intrua Financial, LLC66,815
0.3% of portfolio›$3.0M
Fifth Third Wealth Advisors LLC51,361
0.1% of portfolio›$2.3M
Fifth Third Securities, Inc.45,760
0.1% of portfolio›$2.1M
Fortune Financial Group, Inc.22,236
0.9% of portfolio›$998.8K
GHP Investment Advisors, Inc.16,540
0.0% of portfolio›$743.0K
Golden State Wealth Management, LLC16,206
0.1% of portfolio›$728.0K
Cambridge Investment Research Advisors, Inc.15,714
0.0% of portfolio›$706.0K
Visionary Wealth Advisors15,099
0.0% of portfolio›$678.2K
Roman Butler Fullerton & Co13,985
0.1% of portfolio›$634.3K
Truist Financial Corp9,861
0.0% of portfolio›$443.0K
Brookstone Capital Management8,569
0.0% of portfolio›$384.9K
Onyx Bridge Wealth Group LLC8,121
0.0% of portfolio›$364.8K
J2 Capital Management Inc6,728
0.2% of portfolio›$302.2K
Fox Financial, Inc6,320
0.2% of portfolio›$283.9K
D.A. Davidson & Co.6,012
0.0% of portfolio›$270.1K
Mascagni Wealth Management, Inc.5,588
0.2% of portfolio›$251.0K
Carlson Financial, Inc.5,535
0.1% of portfolio›$248.6K
Rossby Financial, LCC4,676
0.0% of portfolio›$210.0K
Firestone Capital Management4,671
0.0% of portfolio›$209.8K
Cullen T Bankers, Inc.2,204
0.0% of portfolio›$99.0K
Capital Investment Advisory Services, LLC2,051
0.0% of portfolio›$92.1K
TFC Financial Management, Inc.1,837
0.0% of portfolio›$82.5K
Private Trust Co NA1,247
0.0% of portfolio›$56.0K
EverSource Wealth Advisors, LLC630
0.0% of portfolio›$28.3K
Rydar Equities, Inc.458
0.0% of portfolio›$20.9K
StyleTurnoverLocationFiled
Larson Financial Group LLC
561,954$25.2M0.6%GrowthLowSt Louis, MO2026-11-05
Confluence Investment Management LLC
204,800$9.2M0.2%ValueMediumSt. Louis, MO2026-10-01
Breakwater Capital Group
140,087$6.3M0.7%ETFLowParamus, NJ2026-10-09
Beacon Financial Planning, Inc
114,794$5.2M1.8%ETFVery LowHyannis, MA2026-11-04
Entrust Financial LLC
87,108$3.9M1.9%ETFLowWayne, PA2026-11-04
Dhjj Financial Advisors, Ltd.
66,843$3.0M0.9%ETFVery LowNaperville, IL2026-10-23
Intrua Financial, LLC
66,815$3.0M0.3%ETFMediumHouston, TX2026-10-28
Fifth Third Wealth Advisors LLC
51,361$2.3M0.1%IndexVery LowCincinnati, OH2026-10-22
Fifth Third Securities, Inc.
45,760$2.1M0.1%ETFLowCincinnati, OH2026-10-21
Fortune Financial Group, Inc.
22,236$998.8K0.9%ETFHighNaples, FL2026-10-22
GHP Investment Advisors, Inc.
16,540$743.0K0.0%CoreVery LowDenver, CO2026-10-15
Golden State Wealth Management, LLC
16,206$728.0K0.1%ETFMediumSanta Ana, CA2026-11-02
Cambridge Investment Research Advisors, Inc.
15,714$706.0K0.0%ETFLowFairfield, IA2026-11-02
Visionary Wealth Advisors
15,099$678.2K0.0%ETFLowO'Fallon, IL2026-11-04
Roman Butler Fullerton & Co
13,985$634.3K0.1%GrowthMediumSt Louis, MO2026-10-27
Truist Financial Corp
9,861$443.0K0.0%CoreLowCharlotte, NC2026-10-30
Brookstone Capital Management
8,569$384.9K0.0%ETFMediumWheaton, IL2026-10-22
Onyx Bridge Wealth Group LLC
8,121$364.8K0.0%ETFMediumTarrytown, NY2026-10-16
J2 Capital Management Inc
6,728$302.2K0.2%ETFHighTroy, MI2026-10-19
Fox Financial, Inc
6,320$283.9K0.2%ETFVery LowWyomissing, PA2026-10-29
D.A. Davidson & Co.
6,012$270.1K0.0%CoreLowGreat Falls, MT2026-10-28
Mascagni Wealth Management, Inc.
5,588$251.0K0.2%ETFLowClinton, MS2026-10-23
Carlson Financial, Inc.
5,535$248.6K0.1%GrowthLowCanby, OR2026-11-05
Rossby Financial, LCC
4,676$210.0K0.0%ETFMediumMelbourne, FL2026-11-05
Firestone Capital Management
4,671$209.8K0.0%ETFVery LowSouth Miami, FL2026-11-03
Cullen T Bankers, Inc.
2,204$99.0K0.0%GrowthLowSan Antonio, TX2026-10-28
Capital Investment Advisory Services, LLC
2,051$92.1K0.0%CoreMediumRaleigh, NC2026-10-30
TFC Financial Management, Inc.
1,837$82.5K0.0%ETFVery LowBoston, MA2026-10-26
Private Trust Co NA
1,247$56.0K0.0%CoreLowCleveland, OH2026-10-20
EverSource Wealth Advisors, LLC
630$28.3K0.0%CoreMediumBirmingham, AL2026-11-04
Rydar Equities, Inc.
458$20.9K0.0%CoreVery LowWeatherford, TX2026-10-13