Number of Shares
13,675.00
Current Holdings Value*
$1.25 Mil
% of Portfolio
0.13%
Total Estimate Gain
$6.80 Mil
% of Total Estimate Gain
9.70%

Smith Anglin Financial, LLC's Invesco S&P MidCap Quality ETF Holding Summary

As of 2025-03-31, Smith Anglin Financial, LLC held 13,675.00 shares of Invesco S&P MidCap Quality ETF(XMHQ), totaling $1.25 Mil. This investment constitutes 0.13% of their stock portfolio, and Smith Anglin Financial, LLC now holds 0.02% of the outstanding Invesco S&P MidCap Quality ETF(XMHQ) stock.

The initial trade took place in 2023Q4. And since then Smith Anglin Financial, LLC has made 5 purchases of XMHQ, at an average price of $88.87, for a total of 788,382.00 shares. In addition, there have been 1 sales at an average price of $97.46 for 774,707.00 shares. Based on historical transaction data and XMHQ's current price of $99.14, Smith Anglin Financial, LLC's estimated gain on his XMHQ holdings is $6.80 Mil, reflecting a 9.70% gain to date.

Smith Anglin Financial, LLC XMHQ ($99.14) Holding Chart

Smith Anglin Financial, LLC XMHQ ($99.14) 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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