TA
TrueWealth 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 | $6.13M | Buy |
62,395
+1,049
| +2% | +$103K | 1.81% | 11 |
|
|
2025
Q1 | $5.62M | Buy |
61,346
+7,931
| +15% | +$726K | 1.84% | 11 |
|
|
2024
Q4 | $5.26M | Buy |
53,415
+6,764
| +14% | +$666K | 1.76% | 11 |
|
|
2024
Q3 | $4.79M | Buy |
+46,651
| New | +$4.79M | 1.6% | 13 |
|