Golden State Wealth Management’s Invesco S&P SmallCap Quality ETF XSHQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$791K Buy
19,429
+3,778
+24% +$154K 0.1% 167
2025
Q1
$619K Buy
15,651
+2,607
+20% +$103K 0.09% 173
2024
Q4
$552K Buy
+13,044
New +$552K 0.08% 184