Number of Shares
89,248.00
Current Holdings Value*
$8.17 Mil
% of Portfolio
3.83%
Total Estimate Gain
$268,022.02
% of Total Estimate Gain
3.02%

Altus Wealth Group LLC's Invesco S&P MidCap Quality ETF Holding Summary

As of 2025-03-31, Altus Wealth Group LLC held 89,248.00 shares of Invesco S&P MidCap Quality ETF(XMHQ), totaling $8.17 Mil. This investment constitutes 3.83% of their stock portfolio, and Altus Wealth Group LLC now holds 0.16% of the outstanding Invesco S&P MidCap Quality ETF(XMHQ) stock.

The initial trade took place in 2024Q1. And since then Altus Wealth Group LLC has made 5 purchases of XMHQ, at an average price of $99.54, for a total of 89,248.00 shares. Based on historical transaction data and XMHQ's current price of $102.54, Altus Wealth Group LLC's estimated gain on his XMHQ holdings is $268,022.02, reflecting a 3.02% gain to date.

Altus Wealth Group LLC XMHQ ($102.54) Holding Chart

Altus Wealth Group LLC XMHQ ($102.54) 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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