Beacon Financial Planning’s Invesco S&P SmallCap Quality ETF XSHQ Stock Holding History

Beacon Financial Planning’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
2025 Q3	$4.03M	Sell
2025 Q2	$3.84M	Sell
2025 Q1	$3.96M	Buy
2024 Q4	$3.74M	Buy
2024 Q3	$2.68M	Buy
2024 Q2	$1.76M	Buy
2024 Q1	$1.19M	Buy
2023 Q4	$343K	Buy