JBR Co Financial Management’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
$643K Buy
6,542
+1,526
+30% +$150K 0.32% 60
2025
Q1
$459K Sell
5,016
-1,763
-26% -$161K 0.27% 71
2024
Q4
$668K Sell
6,779
-1,568
-19% -$154K 0.41% 55
2024
Q3
$856K Buy
8,347
+1,486
+22% +$152K 0.56% 45
2024
Q2
$666K Buy
+6,861
New +$666K 0.47% 49