XSHQ β€” INVESCO EXCH TRADED FD TR II

Ownership history in Larson Financial Group LLC  Β·  7 quarters on record

AI Ownership Summary

Larson Financial Group LLC reported INVESCO EXCH TRADED FD TR II (XSHQ) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.86% in 2025 Q2. The latest visible filing shows XSHQ at 0.79% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this XSHQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Larson Financial Group LLC's position in INVESCO EXCH TRADED FD TR II, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

XSHQ was reported at 0.79% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.86% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Larson Financial Group LLC held XSHQ β€” position size vs. price
% of Fund (quarterly)    XSHQ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 563,884 +11,764 +2.1% 0.79% $23.7M 2026-02-14 (Est.) $44.68
2025 Q3 ADDED 552,120 +24,665 +4.7% 0.83% $23.8M 2025-11-14 $40.97
2025 Q2 ADDED 527,455 +140,910 +36.5% 0.86% $21.5M 2025-08-08 $41.05
2025 Q1 ADDED 386,545 +172,333 +80.4% 0.72% $15.3M 2025-05-02 $38.48
2024 Q4 ADDED 214,212 +115,250 +116.5% 0.47% $9.1M 2025-02-07 $41.99
2024 Q3 ADDED 98,962 +95,744 +2975.3% 0.24% $4.3M 2024-11-12 $45.76
2024 Q2 INITIATED 3,218 β€” β€” 0.01% $125K 2024-08-02 $39.89

FAQ About Larson Financial Group LLC and XSHQ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Larson Financial Group LLC reported owning XSHQ?

Larson Financial Group LLC reported XSHQ across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported XSHQ position in Larson Financial Group LLC's portfolio?

The largest reported portfolio weight for XSHQ was 0.86% in 2025 Q2.

What is the latest reported XSHQ position on this page?

The most recent filing on this page is 2025 Q4, when Larson Financial Group LLC reported 563,884 shares, equal to 0.79% of portfolio, with an estimated market value of $23.7M.

What does the chart on this XSHQ ownership page compare?

The chart compares Larson Financial Group LLC's quarterly XSHQ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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