BFO
Biltmore Family Office’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 | $1.42M | Buy |
14,467
+916
| +7% | +$90K | 0.24% | 70 |
|
2025
Q1 | $1.24M | Sell |
13,551
-250
| -2% | -$22.9K | 0.21% | 77 |
|
2024
Q4 | $1.36M | Buy |
13,801
+11,756
| +575% | +$1.16M | 0.23% | 70 |
|
2024
Q3 | $210K | Buy |
+2,045
| New | +$210K | 0.04% | 203 |
|