Number of Shares
11,000.00
Current Holdings Value*
$1.08 Mil
% of Portfolio
0.27%
Total Estimate Gain
$-144,571.63
% of Total Estimate Gain
-5.44%

Tempus Wealth Planning, LLC's Invesco S&P MidCap Quality ETF Holding Summary

As of 2025-06-30, Tempus Wealth Planning, LLC held 11,000.00 shares of Invesco S&P MidCap Quality ETF(XMHQ), totaling $1.08 Mil. This investment constitutes 0.27% of their stock portfolio, and Tempus Wealth Planning, LLC now holds 0.02% of the outstanding Invesco S&P MidCap Quality ETF(XMHQ) stock.

The initial trade took place in 2024Q4. And since then Tempus Wealth Planning, LLC has made 1 purchases of XMHQ, at an average price of $103.56, for a total of 25,660.00 shares. In addition, there have been 2 sales at an average price of $94.38 for 14,660.00 shares. Based on historical transaction data and XMHQ's current price of $102.65, Tempus Wealth Planning, LLC's estimated gain on his XMHQ holdings is $-144,571.63, reflecting a -5.44% gain to date.

Tempus Wealth Planning, LLC XMHQ ($102.65) Holding Chart

Tempus Wealth Planning, LLC XMHQ ($102.65) 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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