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

Perigon Wealth Management, LLC

  • $5.25 Billion
  • Q4 2025

A detailed history of Perigon Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 2,215 shares of XMHQ stock, worth $223,006. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,215
Previous 2,400 7.71%
Holding current value
$223,006
Previous $251,000 11.16%
% of portfolio
0.0%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026
SELL
$100.68 - $106.15 $18,625 - $19,637
-185 Reduced 7.71%
2,215 $223,000
Q3 2025

Oct 17, 2025
SELL
$98.53 - $107.1 $118,531 - $128,841
-1,203 Reduced 33.39%
2,400 $251,000
Q2 2025

Jul 15, 2025
SELL
$82.17 - $99.96 $121,611 - $147,940
-1,480 Reduced 29.12%
3,603 $353,000
Q1 2025

Apr 23, 2025
SELL
$89.18 - $104.04 $45,927 - $53,580
-515 Reduced 9.2%
5,083 $465,000
Q4 2024

Jan 22, 2025
BUY
$98.47 - $109.35 $129,980 - $144,342
1,320 Added 30.86%
5,598 $551,000
Q3 2024

Oct 16, 2024
SELL
$94.31 - $103.26 $1,131 - $1,239
-12 Reduced 0.28%
4,278 $438,000
Q2 2024

Aug 02, 2024
BUY
$96.76 - $109.6 $17,997 - $20,385
186 Added 4.53%
4,290 $416,000
Q1 2024

Apr 29, 2024
SELL
$86.47 - $110.05 $15,478 - $19,698
-179 Reduced 4.18%
4,104 $451,000
Q4 2023

Jan 29, 2024
BUY
$75.71 - $89.74 $66,549 - $78,881
879 Added 25.82%
4,283 $379,000
Q2 2023

Aug 02, 2023
BUY
$71.58 - $80.71 $243,658 - $274,736
3,404 New
3,404 $274,000

Others Institutions Holding XMHQ

# of Institutions
427
Shares Held
34.6M
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
Track This Portfolio

Track Perigon Wealth Management, LLC Portfolio

Follow Perigon Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email