Number of Shares
7,410.00
Current Holdings Value*
$678,240.00
% of Portfolio
0.11%
Total Estimate Gain
$2.89 Mil
% of Total Estimate Gain
21.33%

Alaska Wealth Advisors's Invesco S&P MidCap Quality ETF Holding Summary

As of 2025-03-31, Alaska Wealth Advisors held 7,410.00 shares of Invesco S&P MidCap Quality ETF(XMHQ), totaling $678,240.00. This investment constitutes 0.11% of their stock portfolio, and Alaska Wealth Advisors now holds 0.01% of the outstanding Invesco S&P MidCap Quality ETF(XMHQ) stock.

The initial trade took place in 2023Q4. And since then Alaska Wealth Advisors has made 1 purchases of XMHQ, at an average price of $82.14, for a total of 164,678.00 shares. In addition, there have been 5 sales at an average price of $99.62 for 157,268.00 shares. Based on historical transaction data and XMHQ's current price of $100.62, Alaska Wealth Advisors's estimated gain on his XMHQ holdings is $2.89 Mil, reflecting a 21.33% gain to date.

Alaska Wealth Advisors XMHQ ($100.62) Holding Chart

Alaska Wealth Advisors XMHQ ($100.62) 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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