KCFA
Key Client Fiduciary Advisors’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $757K | Buy |
7,709
+7
| +0.1% | +$688 | 0.31% | 74 |
|
|
2025
Q1 | $705K | Sell |
7,702
-36
| -0.5% | -$3.3K | 0.32% | 69 |
|
|
2024
Q4 | $762K | Buy |
7,738
+165
| +2% | +$16.2K | 0.34% | 68 |
|
|
2024
Q3 | $777K | Sell |
7,573
-265
| -3% | -$27.2K | 0.35% | 65 |
|
|
2024
Q2 | $760K | Buy |
7,838
+1,524
| +24% | +$148K | 0.38% | 59 |
|
|
2024
Q1 | $695K | Buy |
+6,314
| New | +$695K | 0.37% | 63 |
|