OneDigital Investment 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
$1.65M Buy
16,767
+919
+6% +$90.3K 0.02% 486
2025
Q1
$1.45M Sell
15,848
-6,490
-29% -$594K 0.02% 490
2024
Q4
$2.2M Buy
22,338
+14,708
+193% +$1.45M 0.03% 397
2024
Q3
$783K Buy
+7,630
New +$783K 0.01% 750