Summit Financial, LLC
Position in XSHQ — Invesco S&P SmallCap Quality ETF
CIK 1765536
PARSIPPANY, NJ
All Filings in XSHQ
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XSHQ | $481,804 | 11,428 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 XSHQ | $414,593 | 9,849 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 XSHQ | $386,151 | 8,974 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||