Kingswood 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	$2.73M	Sell	27,805 -3,711	-12%	-$365K	0.22%	108
2025 Q1	$2.89M	Buy	31,516 +4,223	+15%	+$387K	0.26%	90
2024 Q4	$2.69M	Buy	27,293 +18,244	+202%	+$1.8M	0.2%	111
2024 Q3	$928K	Buy	+9,049	New	+$928K	0.07%	310