Modern Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 86,837 shares of XMHQ stock, worth $8.74 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
86,837
Previous 85,796 1.21%
Holding current value
$8.74 Million
Previous $8.43 Million 108044.87%
% of portfolio
0.18%
Previous 0.02%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$98.53 - $107.1 $102,569 - $111,491
1,041 Added 1.21%
86,837 $9.11 Billion
Q2 2025

Nov 12, 2025
SELL
$82.17 - $99.96 $198,276 - $241,203
-2,413 Reduced 2.74%
85,796 $8.43 Million
Q2 2025

Aug 14, 2025
BUY
$82.17 - $99.96 $216,353 - $263,194
2,633 Added 3.08%
88,209 $8.67 Million
Q1 2025

May 30, 2025
BUY
$89.18 - $104.04 $29,340 - $34,229
329 Added 0.39%
85,576 $7.83 Million
Q1 2025

May 15, 2025
BUY
$89.18 - $104.04 $1.03 Million - $1.21 Million
11,592 Added 15.74%
85,247 $7.8 Billion
Q4 2024

May 30, 2025
SELL
$98.47 - $109.35 $1.67 Million - $1.85 Million
-16,933 Reduced 19.86%
68,314 $6.73 Million
Q4 2024

May 29, 2025
SELL
$98.47 - $109.35 $1.67 Million - $1.85 Million
-16,933 Reduced 19.86%
68,314 $6.73 Million
Q4 2024

Feb 11, 2025
BUY
$98.47 - $109.35 $7.25 Million - $8.05 Million
73,655 New
73,655 $7.44 Billion

Others Institutions Holding XMHQ

# of Institutions
421
Shares Held
34.7M
Call Options Held
9K
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

XMHQ Quotes by TradingView
  • Ticker XMHQ
  • Sector ETFs
  • Industry ETFs
More about XMHQ
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