PREVAIL INNOVATIVE WEALTH ADVISORS, LLC XMHQ Holdings History
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC's Invesco S&P MidCap Quality ETF Holding Summary
As of 2025-03-31, PREVAIL INNOVATIVE WEALTH ADVISORS, LLC held 94,627.00 shares of Invesco S&P MidCap Quality ETF(XMHQ), totaling $8.66 Mil. This investment constitutes 2.31% of their stock portfolio, and PREVAIL INNOVATIVE WEALTH ADVISORS, LLC now holds 0.19% of the outstanding Invesco S&P MidCap Quality ETF(XMHQ) stock.
The initial trade took place in 2023Q3. And since then PREVAIL INNOVATIVE WEALTH ADVISORS, LLC has made 7 purchases of XMHQ, at an average price of $96.59, for a total of 94,627.00 shares. Based on historical transaction data and XMHQ's current price of $99.47, PREVAIL INNOVATIVE WEALTH ADVISORS, LLC's estimated gain on his XMHQ holdings is $272,942.97, reflecting a 2.99% gain to date.
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC XMHQ ($99.47) Holding Chart
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC XMHQ ($99.47) 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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