Spectrum Wealth Advisory Group, LLC XMHQ Holdings History
Spectrum Wealth Advisory Group, LLC's Invesco S&P MidCap Quality ETF Holding Summary
As of 2025-03-31, Spectrum Wealth Advisory Group, LLC held 100,259.00 shares of Invesco S&P MidCap Quality ETF(XMHQ), totaling $9.18 Mil. This investment constitutes 4.4% of their stock portfolio, and Spectrum Wealth Advisory Group, LLC now holds 0.2% of the outstanding Invesco S&P MidCap Quality ETF(XMHQ) stock.
The initial trade took place in 2024Q3. And since then Spectrum Wealth Advisory Group, LLC has made 2 purchases of XMHQ, at an average price of $99.79, for a total of 123,645.00 shares. In addition, there have been 1 sales at an average price of $97.46 for 23,386.00 shares. Based on historical transaction data and XMHQ's current price of $99.60, Spectrum Wealth Advisory Group, LLC's estimated gain on his XMHQ holdings is $-74,095.90, reflecting a -0.60% gain to date.
Spectrum Wealth Advisory Group, LLC XMHQ ($99.60) Holding Chart
Spectrum Wealth Advisory Group, LLC XMHQ ($99.60) 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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