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

Kingsview Wealth Management, LLC

$4.71 Billion
Q4 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 11,415 shares of XMHQ stock, worth $1.07 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

11,415

Previous 10,643 7.25%

Holding current value

$1.07 Million

Previous $1.09 Million 3.02%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$98.47 - $109.35 $76,018 - $84,418	772 Added 7.25%	11,415 $1.12 Million
Q3 2024 Nov 12, 2024	BUY	$94.31 - $103.26 $698,082 - $764,330	7,402 Added 228.39%	10,643 $1.09 Million
Q2 2024 Aug 14, 2024	SELL	$96.76 - $109.6 $11,707 - $13,261	-121 Reduced 3.6%	3,241 $314,000
Q1 2024 May 09, 2024	SELL	$86.47 - $110.05 $18,936 - $24,100	-219 Reduced 6.12%	3,362 $369,000
Q4 2023 Feb 08, 2024	SELL	$75.71 - $89.74 $80,328 - $95,214	-1,061 Reduced 22.86%	3,581 $317,000
Q3 2023 Nov 07, 2023	BUY	$78.95 - $85.08 $366,485 - $394,941	4,642 New	4,642 $373,000

Others Institutions Holding XMHQ

# of Institutions

406

Shares Held

44.4M

Call Options Held

4.2K

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 Kingsview Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingsview Wealth Management, LLC with notifications on news.

Account

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