Venturi Wealth Management’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Venturi Wealth Management’s Portfolio XMHQ Stock Details XMHQ Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.03M	Buy
2025 Q2	$2.34M	Buy
2025 Q1	$2.02M	Sell
2024 Q4	$2.46M	Buy
2024 Q3	$2.18M	Buy
2024 Q2	$1.02M	Sell
2024 Q1	$1.48M	Buy
2023 Q4	$723K	Buy
2023 Q3	$1.77K	Hold
2023 Q2	$1.78K	Buy