JFS Wealth Advisors’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 | $609K | Hold |
6,200
| – | – | 0.04% | 190 |
|
|
2025
Q1 | $567K | Hold |
6,200
| – | – | 0.04% | 186 |
|
|
2024
Q4 | $611K | Hold |
6,200
| – | – | 0.04% | 175 |
|
|
2024
Q3 | $636K | Hold |
6,200
| – | – | 0.04% | 177 |
|
|
2024
Q2 | $602K | Hold |
6,200
| – | – | 0.05% | 144 |
|
|
2024
Q1 | $682K | Buy |
+6,200
| New | +$682K | 0.05% | 140 |
|