Burns Matteson Capital Management, LLC XMHQ Holdings History
Burns Matteson Capital Management, LLC's Invesco S&P MidCap Quality ETF Holding Summary
As of 2025-06-30, Burns Matteson Capital Management, LLC held 59,662.00 shares of Invesco S&P MidCap Quality ETF(XMHQ), totaling $5.86 Mil. This investment constitutes 2.83% of their stock portfolio, and Burns Matteson Capital Management, LLC now holds 0.12% of the outstanding Invesco S&P MidCap Quality ETF(XMHQ) stock.
The initial trade took place in 2023Q4. And since then Burns Matteson Capital Management, LLC has made 5 purchases of XMHQ, at an average price of $98.07, for a total of 64,503.00 shares. In addition, there have been 2 sales at an average price of $100.66 for 4,841.00 shares. Based on historical transaction data and XMHQ's current price of $102.54, Burns Matteson Capital Management, LLC's estimated gain on his XMHQ holdings is $279,157.65, reflecting a 4.41% gain to date.
Burns Matteson Capital Management, LLC XMHQ ($102.54) Holding Chart
Burns Matteson Capital Management, 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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