CONFLUENCE INVESTMENT MANAGEMENT LLC XMHQ Holdings History
CONFLUENCE INVESTMENT MANAGEMENT LLC's Invesco S&P MidCap Quality ETF Holding Summary
As of 2025-06-30, CONFLUENCE INVESTMENT MANAGEMENT LLC held - shares of Invesco S&P MidCap Quality ETF(XMHQ), totaling N/A. This investment constitutes 0% of their stock portfolio, and CONFLUENCE INVESTMENT MANAGEMENT LLC now holds 0% of the outstanding Invesco S&P MidCap Quality ETF(XMHQ) stock.
The initial trade took place in 2023Q2. And since then CONFLUENCE INVESTMENT MANAGEMENT LLC has made 6 purchases of XMHQ, at an average price of $80.28, for a total of 588,848.00 shares. In addition, there have been 3 sales at an average price of $94.30 for 588,848.00 shares. Based on historical transaction data and XMHQ's current price of $99.53, CONFLUENCE INVESTMENT MANAGEMENT LLC's estimated gain on his XMHQ holdings is $8.26 Mil, reflecting a 17.47% gain to date.
CONFLUENCE INVESTMENT MANAGEMENT LLC XMHQ ($99.53) Holding Chart
CONFLUENCE INVESTMENT MANAGEMENT LLC XMHQ ($99.53) 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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