WAG
Wiser Advisor Group’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 | – | Sell |
-22,041
| Closed | -$2.02M | – | 264 |
|
|
2025
Q1 | $2.02M | Buy |
22,041
+1,785
| +9% | +$163K | 2.98% | 10 |
|
|
2024
Q4 | $1.99M | Buy |
20,256
+736
| +4% | +$72.5K | 2.9% | 11 |
|
|
2024
Q3 | $2M | Sell |
19,520
-250
| -1% | -$25.6K | 2.99% | 10 |
|
|
2024
Q2 | $1.92M | Buy |
19,770
+2,195
| +12% | +$213K | 3.02% | 11 |
|
|
2024
Q1 | $1.94M | Sell |
17,575
-141
| -0.8% | -$15.5K | 3.03% | 10 |
|
|
2023
Q4 | $1.57M | Buy |
+17,716
| New | +$1.57M | 2.61% | 11 |
|