Golden State Wealth Management, LLC Invesco ETF Tr Ii S&P Smallcap Transaction History

Golden State Wealth Management, LLC

  • $906 Billion
  • Q3 2025

A detailed history of Golden State Wealth Management, LLC transactions in Invesco ETF Tr Ii S&P Smallcap stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 20,521 shares of XSHQ stock, worth $848,748. This represents 0.1% of its overall portfolio holdings.

Number of Shares
20,521
Previous 19,429 5.62%
Holding current value
$848,748
Previous $791 Million 11.58%
% of portfolio
0.1%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$40.51 - $44.74 $44,236 - $48,856
1,092 Added 5.62%
20,521 $883 Million
Q2 2025

Aug 06, 2025
BUY
$34.34 - $40.99 $129,736 - $154,860
3,778 Added 24.14%
19,429 $791 Million
Q1 2025

Apr 24, 2025
SELL
$37.78 - $43.82 $591,257 - $685,783
-15,650 Reduced 50.0%
15,651 $619 Million
Q1 2025

Apr 23, 2025
BUY
$37.78 - $43.82 $689,749 - $800,021
18,257 Added 139.96%
31,301 $1.24 Million
Q4 2024

Jan 28, 2025
BUY
$42.35 - $47.59 $552,413 - $620,763
13,044 New
13,044 $552 Million

Others Institutions Holding XSHQ

# of Institutions
80
Shares Held
4.55M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO ETF TR II S&P SMALLCAP

XSHQ Quotes by TradingView
  • Ticker XSHQ
  • Sector ETFs
  • Industry ETFs
More about XSHQ
Track This Portfolio

Track Golden State Wealth Management, LLC Portfolio

Follow Golden State Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Golden State Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email