Number of Shares
65,497.00
Current Holdings Value*
$6.44 Mil
% of Portfolio
2.39%
Total Estimate Gain
$1.21 Mil
% of Total Estimate Gain
21.89%

USAdvisors Wealth Management, LLC's Invesco S&P MidCap Quality ETF Holding Summary

As of 2025-06-30, USAdvisors Wealth Management, LLC held 65,497.00 shares of Invesco S&P MidCap Quality ETF(XMHQ), totaling $6.44 Mil. This investment constitutes 2.39% of their stock portfolio, and USAdvisors Wealth Management, LLC now holds 0.13% of the outstanding Invesco S&P MidCap Quality ETF(XMHQ) stock.

The initial trade took place in 2021Q2. And since then USAdvisors Wealth Management, LLC has made 15 purchases of XMHQ, at an average price of $84.10, for a total of 65,727.00 shares. In addition, there have been 2 sales at an average price of $94.04 for 230.00 shares. Based on historical transaction data and XMHQ's current price of $102.54, USAdvisors Wealth Management, LLC's estimated gain on his XMHQ holdings is $1.21 Mil, reflecting a 21.89% gain to date.

USAdvisors Wealth Management, LLC XMHQ ($102.54) Holding Chart

USAdvisors Wealth Management, LLC XMHQ ($102.54) 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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