Wiser Advisor Group LLC XMHQ Holdings History
Wiser Advisor Group LLC's Invesco S&P MidCap Quality ETF Holding Summary
As of 2025-03-31, Wiser Advisor Group LLC held 22,041.00 shares of Invesco S&P MidCap Quality ETF(XMHQ), totaling $2.02 Mil. This investment constitutes 2.98% of their stock portfolio, and Wiser Advisor Group LLC now holds 0.04% of the outstanding Invesco S&P MidCap Quality ETF(XMHQ) stock.
The initial trade took place in 2023Q4. And since then Wiser Advisor Group LLC has made 3 purchases of XMHQ, at an average price of $86.28, for a total of 22,432.00 shares. In addition, there have been 2 sales at an average price of $98.63 for 391.00 shares. Based on historical transaction data and XMHQ's current price of $99.92, Wiser Advisor Group LLC's estimated gain on his XMHQ holdings is $305,397.23, reflecting a 15.78% gain to date.
Wiser Advisor Group LLC XMHQ ($99.92) Holding Chart
Wiser Advisor Group LLC XMHQ ($99.92) 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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