Capital Planning Advisors, LLC XMHQ Holdings History
Capital Planning Advisors, LLC's Invesco S&P MidCap Quality ETF Holding Summary
As of 2025-03-31, Capital Planning Advisors, LLC held 365,770.00 shares of Invesco S&P MidCap Quality ETF(XMHQ), totaling $33.48 Mil. This investment constitutes 5.17% of their stock portfolio, and Capital Planning Advisors, LLC now holds 0.71% of the outstanding Invesco S&P MidCap Quality ETF(XMHQ) stock.
The initial trade took place in 2023Q1. And since then Capital Planning Advisors, LLC has made 6 purchases of XMHQ, at an average price of $78.04, for a total of 373,076.00 shares. In addition, there have been 3 sales at an average price of $102.44 for 7,306.00 shares. Based on historical transaction data and XMHQ's current price of $101.43, Capital Planning Advisors, LLC's estimated gain on his XMHQ holdings is $8.73 Mil, reflecting a 30.00% gain to date.
Capital Planning Advisors, LLC XMHQ ($101.43) Holding Chart
Capital Planning Advisors, LLC XMHQ ($101.43) 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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