Peak Financial 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
Sell
-29,584
Closed -$2.71M 115
2025
Q1
$2.71M Buy
29,584
+5,207
+21% +$477K 1.38% 31
2024
Q4
$2.4M Buy
+24,377
New +$2.4M 1.25% 28