Capital Planning Advisors, LLC XSHQ Holdings History
Capital Planning Advisors, LLC's Invesco S&P SmallCap Quality ETF Holding Summary
As of 2025-03-31, Capital Planning Advisors, LLC held 95,281.00 shares of Invesco S&P SmallCap Quality ETF(XSHQ), totaling $3.77 Mil. This investment constitutes 0.58% of their stock portfolio, and Capital Planning Advisors, LLC now holds 1.14% of the outstanding Invesco S&P SmallCap Quality ETF(XSHQ) stock.
The initial trade took place in 2024Q4. And since then Capital Planning Advisors, LLC has made 2 purchases of XSHQ, at an average price of $43.62, for a total of 95,281.00 shares. Based on historical transaction data and XSHQ's current price of $41.43, Capital Planning Advisors, LLC's estimated gain on his XSHQ holdings is $-209,128.91, reflecting a -5.03% gain to date.
Capital Planning Advisors, LLC XSHQ ($41.43) Holding Chart
Capital Planning Advisors, LLC XSHQ ($41.43) 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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