Creative Planning’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Buy |
19,517
+1,571
| +9% | +$154K | ﹤0.01% | 1344 |
|
|
2025
Q1 | $1.64M | Buy |
17,946
+976
| +6% | +$89.3K | ﹤0.01% | 1333 |
|
|
2024
Q4 | $1.67M | Sell |
16,970
-1,076
| -6% | -$106K | ﹤0.01% | 1249 |
|
|
2024
Q3 | $1.85M | Buy |
18,046
+76
| +0.4% | +$7.8K | ﹤0.01% | 1101 |
|
|
2024
Q2 | $1.74M | Sell |
17,970
-2,307
| -11% | -$224K | ﹤0.01% | 1054 |
|
|
2024
Q1 | $2.23M | Buy |
20,277
+4,208
| +26% | +$463K | ﹤0.01% | 925 |
|
|
2023
Q4 | $1.43M | Buy |
16,069
+1,916
| +14% | +$170K | ﹤0.01% | 1056 |
|
|
2023
Q3 | $1.14M | Buy |
+14,153
| New | +$1.14M | ﹤0.01% | 1103 |
|