ADAMSBROWN WEALTH CONSULTANTS LLC XMHQ Holdings History
ADAMSBROWN WEALTH CONSULTANTS LLC's Invesco S&P MidCap Quality ETF Holding Summary
As of 2025-06-30, ADAMSBROWN WEALTH CONSULTANTS LLC held 224,089.00 shares of Invesco S&P MidCap Quality ETF(XMHQ), totaling $22.01 Mil. This investment constitutes 6.38% of their stock portfolio, and ADAMSBROWN WEALTH CONSULTANTS LLC now holds 0.44% of the outstanding Invesco S&P MidCap Quality ETF(XMHQ) stock.
The initial trade took place in 2023Q3. And since then ADAMSBROWN WEALTH CONSULTANTS LLC has made 8 purchases of XMHQ, at an average price of $88.73, for a total of 224,089.00 shares. Based on historical transaction data and XMHQ's current price of $100.52, ADAMSBROWN WEALTH CONSULTANTS LLC's estimated gain on his XMHQ holdings is $2.64 Mil, reflecting a 13.29% gain to date.
ADAMSBROWN WEALTH CONSULTANTS LLC XMHQ ($100.52) Holding Chart
ADAMSBROWN WEALTH CONSULTANTS LLC XMHQ ($100.52) 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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