Invesco Exchng Traded Fd Tr s p smlcap qty shares owned by Beacon Financial Planning
Quarter-by-quarter ownership of Invesco Exchng Traded Fd Tr s p smlcap qty (XSHQ) shares owned by Beacon Financial Planning
from 13F filings
Historical chart of Beacon Financial Planning investment in Invesco Exchng Traded Fd Tr s p smlcap qty
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All positions including Invesco Exchng Traded Fd Tr s p smlcap qty held by Beacon Financial Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Invesco Exchng Traded Fd Tr s p smlcap qty by Beacon Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.0M | 94k | 43.03 |
| 2025-06-30 | $3.8M | 94k | 40.73 |
| 2025-03-31 | $4.0M | 100k | 39.52 |
| 2024-12-31 | $3.7M | 88k | 42.35 |
| 2024-09-30 | $2.7M | 62k | 43.29 |
| 2024-06-30 | $1.8M | 45k | 38.87 |
| 2024-03-31 | $1.2M | 29k | 41.18 |
| 2023-12-31 | $343k | 8.6k | 39.88 |
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