Atria Wealth Solutions’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 | $8.15M | Sell |
82,783
-68,802
| -45% | -$6.77M | 0.18% | 127 |
|
|
2025
Q1 | $13.9M | Sell |
151,585
-7,291
| -5% | -$667K | 0.17% | 133 |
|
|
2024
Q4 | $15.6M | Buy |
158,876
+26,863
| +20% | +$2.65M | 0.17% | 122 |
|
|
2024
Q3 | $13.5M | Buy |
132,013
+10,474
| +9% | +$1.07M | 0.15% | 146 |
|
|
2024
Q2 | $11.8M | Buy |
121,539
+6,232
| +5% | +$605K | 0.13% | 164 |
|
|
2024
Q1 | $12.7M | Buy |
115,307
+44,952
| +64% | +$4.95M | 0.14% | 152 |
|
|
2023
Q4 | $6.24M | Buy |
70,355
+18,520
| +36% | +$1.64M | 0.08% | 251 |
|
|
2023
Q3 | $4.17M | Buy |
51,835
+11,319
| +28% | +$912K | 0.06% | 336 |
|
|
2023
Q2 | $3.27M | Buy |
40,516
+29,475
| +267% | +$2.38M | 0.04% | 409 |
|
|
2023
Q1 | $810K | Sell |
11,041
-1,152
| -9% | -$84.5K | 0.01% | 890 |
|
|
2022
Q4 | $842K | Sell |
12,193
-24,965
| -67% | -$1.72M | 0.01% | 831 |
|
|
2022
Q3 | $2.31M | Sell |
37,158
-1,215
| -3% | -$75.7K | 0.04% | 419 |
|
|
2022
Q2 | $2.44M | Sell |
38,373
-52,819
| -58% | -$3.36M | 0.05% | 367 |
|
|
2022
Q1 | $6.89M | Buy |
+91,192
| New | +$6.89M | 0.11% | 188 |
|