ATTICUS WEALTH MANAGEMENT, LLC XMHQ Holdings History
ATTICUS WEALTH MANAGEMENT, LLC's Invesco S&P MidCap Quality ETF Holding Summary
As of 2025-06-30, ATTICUS WEALTH MANAGEMENT, LLC held 73,104.00 shares of Invesco S&P MidCap Quality ETF(XMHQ), totaling $7.18 Mil. This investment constitutes 1.94% of their stock portfolio, and ATTICUS WEALTH MANAGEMENT, LLC now holds 0.14% of the outstanding Invesco S&P MidCap Quality ETF(XMHQ) stock.
The initial trade took place in 2025Q1. And since then ATTICUS WEALTH MANAGEMENT, LLC has made 2 purchases of XMHQ, at an average price of $97.15, for a total of 73,104.00 shares. Based on historical transaction data and XMHQ's current price of $99.53, ATTICUS WEALTH MANAGEMENT, LLC's estimated gain on his XMHQ holdings is $173,665.98, reflecting a 2.45% gain to date.
ATTICUS WEALTH MANAGEMENT, LLC XMHQ ($99.53) Holding Chart
ATTICUS WEALTH MANAGEMENT, LLC XMHQ ($99.53) 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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