UWM
USAdvisors 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 | $6.44M | Sell |
65,497
-227
| -0.3% | -$22.3K | 2.39% | 8 |
|
|
2025
Q1 | $6.02M | Buy |
65,724
+160
| +0.2% | +$14.6K | 2.1% | 11 |
|
|
2024
Q4 | $6.46M | Buy |
65,564
+54
| +0.1% | +$5.32K | 2.1% | 12 |
|
|
2024
Q3 | $6.71M | Buy |
65,510
+3,528
| +6% | +$361K | 2.35% | 9 |
|
|
2024
Q2 | $6.01M | Buy |
61,982
+2,551
| +4% | +$248K | 2.12% | 11 |
|
|
2024
Q1 | $6.52M | Buy |
59,431
+8,024
| +16% | +$881K | 2.46% | 8 |
|
|
2023
Q4 | $4.56M | Buy |
51,407
+7,381
| +17% | +$655K | 1.89% | 20 |
|
|
2023
Q3 | $3.55M | Buy |
44,026
+22,804
| +107% | +$1.84M | 1.58% | 24 |
|
|
2023
Q2 | $1.72M | Buy |
21,222
+2,477
| +13% | +$200K | 0.81% | 34 |
|
|
2023
Q1 | $1.38M | Buy |
18,745
+92
| +0.5% | +$6.75K | 0.66% | 40 |
|
|
2022
Q4 | $1.29M | Buy |
18,653
+1,005
| +6% | +$69.4K | 0.62% | 43 |
|
|
2022
Q3 | $1.1M | Buy |
17,648
+755
| +4% | +$47K | 0.56% | 45 |
|
|
2022
Q2 | $1.07M | Sell |
16,893
-3
| -0% | -$191 | 0.54% | 45 |
|
|
2022
Q1 | $1.28M | Buy |
16,896
+1,078
| +7% | +$81.4K | 0.54% | 44 |
|
|
2021
Q4 | $1.27M | Buy |
15,818
+337
| +2% | +$27K | 0.52% | 44 |
|
|
2021
Q3 | $1.18M | Buy |
15,481
+225
| +1% | +$17.1K | 0.51% | 44 |
|
|
2021
Q2 | $1.18M | Buy |
15,256
+1,361
| +10% | +$105K | 0.64% | 41 |
|
|
2021
Q1 | $1.06M | Buy |
13,895
+2,812
| +25% | +$214K | 0.51% | 47 |
|
|
2020
Q4 | $758K | Buy |
+11,083
| New | +$758K | 0.36% | 49 |
|