The Invesco S&P SmallCap Quality ETF (XSHQ) made its debut on 04/06/2017, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - Small Cap Blend category of the market.
Launched on April 6, 2017, the Invesco S&P SmallCap Quality ETF (XSHQ) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Blend segment of the US equity market.
Making its debut on 04/06/2017, smart beta exchange traded fund Invesco S&P SmallCap Quality ETF (XSHQ) provides investors broad exposure to the Style Box - Small Cap Blend category of the market.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WRC William Reid Culp III TAGStone Capital Inc. | 17,502 | $723,511.51 | $837,558.21 | $114,046.7 | 15.76% |
Jeffrey Hanson Breakwater Capital Group | 139,859 | $5.51M | $6.74M | $1.23M | 22.34% |
| MH Michaela Herlihy BEACON FINANCIAL PLANNING Inc. | 131,997 | $5.48M | $6.37M | $891,864.7 | 16.28% |
Kevin M. Fox Fox Financial, Inc | 6,528 | $259,848.8 | $315,008.64 | $55,159.84 | 21.23% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 12,702 | $506,555.86 | $612,426.93 | $105,871.07 | 20.9% |
| BATS Exchange | US Country |
The company described is an investment fund that primarily focuses on replicating the performance of a specific index compiled by S&P Dow Jones Indices LLC. This index represents the top-quality securities within the S&P SmallCap 600® Index, which includes approximately 120 stocks. The fund commits to investing at least 90% of its total assets in the securities that make up the index, adhering strictly to the guidelines and procedures established by the index provider. This strategy aims to measure the performance of high-quality small-cap stocks, which are determined according to the criteria set by the index provider.
Index Tracking Investment Fund: The primary product offered by the company is an investment fund that aims to track the performance of a select group of high-quality small-cap stocks. This involves investing at least 90% of the fund's assets in the securities that are included in the specially composed index. The objective is to mirror the index's performance as closely as possible, thereby providing investors with exposure to the potential growth and returns of high-quality small-cap companies.
Guideline Adherence and Calculation Services: In partnership with S&P Dow Jones Indices LLC, the company ensures that the investment fund is managed in strict accordance with the guidelines and procedures of the index. This includes the precise calculation and maintenance of the index itself by S&P Dow Jones Indices LLC. These services ensure the integrity and accuracy of the investment strategy, as well as adherence to the quality criteria set forth by the index provider.