AWS
Aspen Wealth Strategies’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.66M | Buy |
57,629
+1,083
| +2% | +$106K | 3.41% | 8 |
|
|
2025
Q1 | $5.18M | Sell |
56,546
-29,598
| -34% | -$2.71M | 3.39% | 8 |
|
|
2024
Q4 | $8.48M | Buy |
86,144
+5,621
| +7% | +$553K | 5.43% | 5 |
|
|
2024
Q3 | $8.26M | Buy |
80,523
+4,900
| +6% | +$503K | 5.32% | 5 |
|
|
2024
Q2 | $7.6M | Buy |
75,623
+5,911
| +8% | +$594K | 5.29% | 5 |
|
|
2024
Q1 | $7.67M | Sell |
69,712
-3,904
| -5% | -$430K | 5.3% | 5 |
|
|
2023
Q4 | $6.53M | Buy |
+73,616
| New | +$6.53M | 4.75% | 5 |
|