Number of Shares
75,957.00
Current Holdings Value*
$6.95 Mil
% of Portfolio
6.37%
Total Estimate Gain
$-207,010.54
% of Total Estimate Gain
-2.59%

Lighthouse Wealth Management Inc.'s Invesco S&P MidCap Quality ETF Holding Summary

As of 2025-03-31, Lighthouse Wealth Management Inc. held 75,957.00 shares of Invesco S&P MidCap Quality ETF(XMHQ), totaling $6.95 Mil. This investment constitutes 6.37% of their stock portfolio, and Lighthouse Wealth Management Inc. now holds 0.14% of the outstanding Invesco S&P MidCap Quality ETF(XMHQ) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $97.46 for 1,312.00 shares. Based on historical transaction data and XMHQ's current price of $100.94, Lighthouse Wealth Management Inc.'s estimated gain on his XMHQ holdings is $-207,010.54, reflecting a -2.59% gain to date.

Lighthouse Wealth Management Inc. XMHQ ($100.94) Holding Chart

Lighthouse Wealth Management Inc. XMHQ ($100.94) 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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