LWM
XMHQ icon

Lighthouse Wealth Management’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
$6.95M Sell
70,715
-5,242
-7% -$515K 6.01% 7
2025
Q1
$6.95M Sell
75,957
-1,312
-2% -$120K 6.37% 7
2024
Q4
$7.61M Buy
+77,269
New +$7.61M 6.97% 7