Alaska Wealth Advisors XSHQ Holdings History
Number of Shares
109,572.00
Current Holdings Value*
$4.33 Mil
% of Portfolio
0.68%
Total Estimate Gain
$16,435.80
% of Total Estimate Gain
0.36%
Alaska Wealth Advisors's Invesco S&P SmallCap Quality ETF Holding Summary
As of 2025-03-31, Alaska Wealth Advisors held 109,572.00 shares of Invesco S&P SmallCap Quality ETF(XSHQ), totaling $4.33 Mil. This investment constitutes 0.68% of their stock portfolio, and Alaska Wealth Advisors now holds 1.32% of the outstanding Invesco S&P SmallCap Quality ETF(XSHQ) stock.
The initial trade took place in 2025Q1. And since then Alaska Wealth Advisors has made 1 purchases of XSHQ, at an average price of $41.34, for a total of 109,572.00 shares. Based on historical transaction data and XSHQ's current price of $41.49, Alaska Wealth Advisors's estimated gain on his XSHQ holdings is $16,435.80, reflecting a 0.36% gain to date.
Alaska Wealth Advisors XSHQ ($41.49) Holding Chart
Alaska Wealth Advisors XSHQ ($41.49) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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