Aspen Wealth Strategies, LLC XMHQ Holdings History
Aspen Wealth Strategies, LLC's Invesco S&P MidCap Quality ETF Holding Summary
As of 2025-03-31, Aspen Wealth Strategies, LLC held 56,546.00 shares of Invesco S&P MidCap Quality ETF(XMHQ), totaling $5.18 Mil. This investment constitutes 3.39% of their stock portfolio, and Aspen Wealth Strategies, LLC now holds 0.11% of the outstanding Invesco S&P MidCap Quality ETF(XMHQ) stock.
The initial trade took place in 2023Q4. And since then Aspen Wealth Strategies, LLC has made 4 purchases of XMHQ, at an average price of $85.89, for a total of 90,048.00 shares. In addition, there have been 2 sales at an average price of $97.51 for 33,502.00 shares. Based on historical transaction data and XMHQ's current price of $99.96, Aspen Wealth Strategies, LLC's estimated gain on his XMHQ holdings is $1.19 Mil, reflecting a 15.33% gain to date.
Aspen Wealth Strategies, LLC XMHQ ($99.96) Holding Chart
Aspen Wealth Strategies, LLC XMHQ ($99.96) 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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