Enzi Wealth’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
$10.6M Buy
106,234
+621
+0.6% +$61.8K 3.87% 9
2025
Q1
$9.7M Buy
105,613
+6,433
+6% +$591K 3.93% 9
2024
Q4
$10.3M Buy
99,180
+3,900
+4% +$405K 3.92% 10
2024
Q3
$9.95M Buy
95,280
+8,265
+9% +$863K 3.89% 9
2024
Q2
$8.33M Buy
87,015
+1,559
+2% +$149K 3.67% 10
2024
Q1
$8.93M Buy
85,456
+3,606
+4% +$377K 4.19% 9
2023
Q4
$7.87M Buy
81,850
+47,765
+140% +$4.59M 3.78% 10
2023
Q3
$2.71M Buy
+34,085
New +$2.71M 1.44% 14