Number of Shares
74,448.00
Current Holdings Value*
$6.81 Mil
% of Portfolio
0.22%
Total Estimate Gain
$200,265.12
% of Total Estimate Gain
2.76%

Bleakley Financial Group, LLC's Invesco S&P MidCap Quality ETF Holding Summary

As of 2025-03-31, Bleakley Financial Group, LLC held 74,448.00 shares of Invesco S&P MidCap Quality ETF(XMHQ), totaling $6.81 Mil. This investment constitutes 0.22% of their stock portfolio, and Bleakley Financial Group, LLC now holds 0.15% of the outstanding Invesco S&P MidCap Quality ETF(XMHQ) stock.

The initial trade took place in 2025Q1. And since then Bleakley Financial Group, LLC has made 1 purchases of XMHQ, at an average price of $97.46, for a total of 74,448.00 shares. Based on historical transaction data and XMHQ's current price of $100.15, Bleakley Financial Group, LLC's estimated gain on his XMHQ holdings is $200,265.12, reflecting a 2.76% gain to date.

Bleakley Financial Group, LLC XMHQ ($100.15) Holding Chart

Bleakley Financial Group, LLC XMHQ ($100.15) 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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