Beacon Financial Planning, Inc Invesco ETF Tr Ii S&P Smallcap Transaction History

Beacon Financial Planning, Inc

$172 Billion
Q4 2024

A detailed history of Beacon Financial Planning, Inc transactions in Invesco ETF Tr Ii S&P Smallcap stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 88,429 shares of XSHQ stock, worth $3.49 Million. This represents 2.18% of its overall portfolio holdings.

Number of Shares

88,429

Previous 61,938 42.77%

Holding current value

$3.49 Million

Previous $2.68 Billion 39.67%

% of portfolio

2.18%

Previous 1.65%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$42.35 - $47.59 $1.12 Million - $1.26 Million	26,491 Added 42.77%	88,429 $3.74 Billion
Q3 2024 Oct 24, 2024	BUY	$38.22 - $43.47 $634,069 - $721,167	16,590 Added 36.58%	61,938 $2.68 Billion
Q2 2024 Jul 18, 2024	BUY	$38.4 - $40.81 $631,564 - $671,202	16,447 Added 56.91%	45,348 $1.76 Billion
Q1 2024 Apr 22, 2024	BUY	$37.97 - $41.18 $770,980 - $836,159	20,305 Added 236.21%	28,901 $1.19 Billion
Q4 2023 Jan 29, 2024	BUY	$33.63 - $40.52 $289,083 - $348,309	8,596 New	8,596 $343 Million

Others Institutions Holding XSHQ

# of Institutions

Shares Held

7.57M

Call Options Held

Put Options Held

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About INVESCO ETF TR II S&P SMALLCAP

Ticker XSHQ
Sector ETFs
Industry ETFs

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Beacon Financial Planning, Inc Invesco ETF Tr Ii S&P Smallcap Transaction History