Number of Shares
52,305.00
Current Holdings Value*
$4.79 Mil
% of Portfolio
4.76%
Total Estimate Gain
$-111,409.65
% of Total Estimate Gain
-2.06%

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

As of 2025-03-31, Mascagni Wealth Management, Inc. held 52,305.00 shares of Invesco S&P MidCap Quality ETF(XMHQ), totaling $4.79 Mil. This investment constitutes 4.76% of their stock portfolio, and Mascagni Wealth Management, Inc. now holds 0.09% of the outstanding Invesco S&P MidCap Quality ETF(XMHQ) stock.

The initial trade took place in 2024Q4. Based on historical transaction data and XMHQ's current price of $101.43, Mascagni Wealth Management, Inc.'s estimated gain on his XMHQ holdings is $-111,409.65, reflecting a -2.06% gain to date.

Mascagni Wealth Management, Inc. XMHQ ($101.43) Holding Chart

Mascagni Wealth Management, Inc. 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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