Milestone Investment Advisors LLC XMHQ Holdings History
Milestone Investment Advisors LLC's Invesco S&P MidCap Quality ETF Holding Summary
As of 2025-03-31, Milestone Investment Advisors LLC held 47,252.00 shares of Invesco S&P MidCap Quality ETF(XMHQ), totaling $4.32 Mil. This investment constitutes 1.2% of their stock portfolio, and Milestone Investment Advisors LLC now holds 0.09% of the outstanding Invesco S&P MidCap Quality ETF(XMHQ) stock.
The initial trade took place in 2023Q2. And since then Milestone Investment Advisors LLC has made 6 purchases of XMHQ, at an average price of $84.91, for a total of 177,679.00 shares. In addition, there have been 2 sales at an average price of $97.60 for 130,427.00 shares. Based on historical transaction data and XMHQ's current price of $100.04, Milestone Investment Advisors LLC's estimated gain on his XMHQ holdings is $2.37 Mil, reflecting a 15.72% gain to date.
Milestone Investment Advisors LLC XMHQ ($100.04) Holding Chart
Milestone Investment Advisors LLC XMHQ ($100.04) 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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