Bestgate Wealth Advisors, LLC XSVM Holdings History
Bestgate Wealth Advisors, LLC's Invesco S&P SmallCap Value with Momentum ETF Holding Summary
As of 2025-06-30, Bestgate Wealth Advisors, LLC held 29,685.00 shares of Invesco S&P SmallCap Value with Momentum ETF(XSVM), totaling $1.49 Mil. This investment constitutes 3.09% of their stock portfolio, and Bestgate Wealth Advisors, LLC now holds 0.27% of the outstanding Invesco S&P SmallCap Value with Momentum ETF(XSVM) stock.
The initial trade took place in 2024Q4. And since then Bestgate Wealth Advisors, LLC has made 1 purchases of XSVM, at an average price of $56.32, for a total of 29,685.00 shares. Based on historical transaction data and XSVM's current price of $54.55, Bestgate Wealth Advisors, LLC's estimated gain on his XSVM holdings is $-52,498.52, reflecting a -3.14% gain to date.
Bestgate Wealth Advisors, LLC XSVM ($54.55) Holding Chart
Bestgate Wealth Advisors, LLC XSVM ($54.55) 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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