Founders Financial Securities’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 | – | Sell |
-13,026
| Closed | -$1.2M | – | 516 |
|
|
2025
Q1 | $1.2M | Buy |
13,026
+1,410
| +12% | +$129K | 0.1% | 194 |
|
|
2024
Q4 | $1.14M | Buy |
11,616
+1,361
| +13% | +$134K | 0.1% | 167 |
|
|
2024
Q3 | $1.05M | Buy |
10,255
+1,799
| +21% | +$185K | 0.1% | 178 |
|
|
2024
Q2 | $820K | Buy |
8,456
+2,616
| +45% | +$254K | 0.08% | 209 |
|
|
2024
Q1 | $643K | Buy |
5,840
+1,215
| +26% | +$134K | 0.07% | 228 |
|
|
2023
Q4 | $410K | Buy |
+4,625
| New | +$410K | 0.05% | 270 |
|