Number of Shares
29,685.00
Current Holdings Value*
$1.49 Mil
% of Portfolio
3.09%
Total Estimate Gain
$-70,903.22
% of Total Estimate Gain
-4.24%

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 $53.93, Bestgate Wealth Advisors, LLC's estimated gain on his XSVM holdings is $-70,903.22, reflecting a -4.24% gain to date.

Bestgate Wealth Advisors, LLC XSVM ($53.93) Holding Chart

Bestgate Wealth Advisors, LLC XSVM ($53.93) 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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