Carson Wealth (CWM LLC)’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 | $1.25M | Buy |
12,678
+1,987
| +19% | +$195K | ﹤0.01% | 1149 |
|
|
2025
Q1 | $979K | Buy |
10,691
+2,246
| +27% | +$206K | ﹤0.01% | 1137 |
|
|
2024
Q4 | $832K | Buy |
8,445
+4,013
| +91% | +$395K | ﹤0.01% | 1179 |
|
|
2024
Q3 | $455K | Buy |
4,432
+3,720
| +522% | +$382K | ﹤0.01% | 1354 |
|
|
2024
Q2 | $69K | Buy |
712
+120
| +20% | +$11.6K | ﹤0.01% | 2238 |
|
|
2024
Q1 | $65K | Buy |
+592
| New | +$65K | ﹤0.01% | 2136 |
|