Number of Shares
9,135.00
Current Holdings Value*
$836,130.00
% of Portfolio
0.4%
Total Estimate Gain
$-588,679.15
% of Total Estimate Gain
-5.75%

LANDMARK WEALTH MANAGEMENT, INC.'s Invesco S&P MidCap Quality ETF Holding Summary

As of 2025-03-31, LANDMARK WEALTH MANAGEMENT, INC. held 9,135.00 shares of Invesco S&P MidCap Quality ETF(XMHQ), totaling $836,130.00. This investment constitutes 0.4% of their stock portfolio, and LANDMARK WEALTH MANAGEMENT, INC. now holds 0.02% of the outstanding Invesco S&P MidCap Quality ETF(XMHQ) stock.

The initial trade took place in 2024Q2. And since then LANDMARK WEALTH MANAGEMENT, INC. has made 2 purchases of XMHQ, at an average price of $104.32, for a total of 98,216.00 shares. In addition, there have been 2 sales at an average price of $97.89 for 89,081.00 shares. Based on historical transaction data and XMHQ's current price of $102.54, LANDMARK WEALTH MANAGEMENT, INC.'s estimated gain on his XMHQ holdings is $-588,679.15, reflecting a -5.75% gain to date.

LANDMARK WEALTH MANAGEMENT, INC. XMHQ ($102.54) Holding Chart

LANDMARK WEALTH MANAGEMENT, INC. 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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