Number of Shares
224,089.00
Current Holdings Value*
$22.01 Mil
% of Portfolio
6.38%
Total Estimate Gain
$2.64 Mil
% of Total Estimate Gain
13.29%

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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