Independent Advisor Alliance’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 | $2.13M | Buy |
21,728
+3,977
| +22% | +$391K | 0.06% | 261 |
|
|
2025
Q1 | $1.62M | Sell |
17,751
-217,582
| -92% | -$19.9M | 0.05% | 288 |
|
|
2024
Q4 | $23.2M | Buy |
235,333
+222,325
| +1,709% | +$21.9M | 0.31% | 67 |
|
|
2024
Q3 | $1.33M | Buy |
13,008
+3,221
| +33% | +$330K | 0.05% | 281 |
|
|
2024
Q2 | $950K | Buy |
9,787
+1,517
| +18% | +$147K | 0.03% | 334 |
|
|
2024
Q1 | $910K | Buy |
+8,270
| New | +$910K | 0.03% | 338 |
|