Arete Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Arete Wealth Advisors, LLC

$1.39 Billion
Q4 2024

A detailed history of Arete Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 9,084 shares of XMHQ stock, worth $912,942. This represents 0.06% of its overall portfolio holdings.

Number of Shares

9,084

Previous 10,670 14.86%

Holding current value

$912,942

Previous $1.09 Million 17.72%

% of portfolio

0.06%

Previous 0.09%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$98.47 - $109.35 $156,173 - $173,429	-1,586 Reduced 14.86%	9,084 $896,000
Q3 2024 Nov 14, 2024	SELL	$94.31 - $103.26 $868,689 - $951,127	-9,211 Reduced 46.33%	10,670 $1.09 Million
Q2 2024 Aug 13, 2024	BUY	$96.76 - $109.6 $148,913 - $168,674	1,539 Added 8.39%	19,881 $1.92 Million
Q1 2024 May 15, 2024	BUY	$86.47 - $110.05 $1.05 Million - $1.33 Million	12,125 Added 195.03%	18,342 $2.02 Million
Q4 2023 Feb 14, 2024	BUY	$75.71 - $89.74 $470,689 - $557,913	6,217 New	6,217 $551,000
Q2 2023 Aug 09, 2023	SELL	$71.58 - $80.71 $5,511 - $6,214	-77 Reduced 1.39%	5,482 $442,000
Q1 2023 May 01, 2023	BUY	$68.44 - $77.13 $27,239 - $30,697	398 Added 7.71%	5,559 $407,000
Q4 2022 Feb 06, 2023	SELL	$64.25 - $74.4 $8,673 - $10,044	-135 Reduced 2.55%	5,161 $356,000
Q3 2022 Nov 07, 2022	BUY	$62.1 - $73.87 $6,582 - $7,830	106 Added 2.04%	5,296 $330,000
Q2 2022 Aug 15, 2022	BUY	$62.01 - $75.76 $91,154 - $111,367	1,470 Added 39.52%	5,190 $330,000
Q1 2022 May 06, 2022	BUY	$70.84 - $81.3 $80,120 - $91,950	1,131 Added 43.68%	3,720 $281,000
Q4 2021 Feb 07, 2022	BUY	$75.85 - $83.73 $196,375 - $216,776	2,589 New	2,589 $208,000

Others Institutions Holding XMHQ

# of Institutions

397

Shares Held

43.5M

Call Options Held

6.2K

Put Options Held

100

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker XMHQ
Sector ETFs
Industry ETFs

More about XMHQ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Arete Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Arete Wealth Advisors, LLC with notifications on news.

Account

Arete Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History