BEACON FINANCIAL PLANNING, INC
Position in XSHQ — Invesco S&P SmallCap Quality ETF
CIK 1966066
HYANNIS, MA
All Filings in XSHQ
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XSHQ | $5,564,993 | 131,997 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 XSHQ | $4,038,468 | 95,937 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 XSHQ | $4,027,220 | 93,591 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 XSHQ | $3,841,449 | 94,315 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 XSHQ | $3,963,856 | 100,300 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 XSHQ | $3,744,968 | 88,429 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 XSHQ | $2,681,296 | 61,938 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 XSHQ | $1,762,676 | 45,348 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 XSHQ | $1,190,143 | 28,901 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 XSHQ | $342,808 | 8,596 | Shares | Sole | 2024-01-29 | |
| No filing history on record for this holder in this stock. | ||||||