Schwallier Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History

Schwallier Wealth Management LLC

  • $160 Billion
  • Q3 2025

A detailed history of Schwallier Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 4,098 shares of XMHQ stock, worth $412,586. This represents 0.27% of its overall portfolio holdings.

Number of Shares
4,098
Previous 10,047 59.21%
Holding current value
$412,586
Previous $987 Million 56.42%
% of portfolio
0.27%
Previous 0.6%

Shares

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

Nov 14, 2025
SELL
$98.53 - $107.1 $586,154 - $637,137
-5,949 Reduced 59.21%
4,098 $430 Million
Q2 2025

Aug 14, 2025
SELL
$82.17 - $99.96 $413,068 - $502,498
-5,027 Reduced 33.35%
10,047 $987 Million
Q1 2025

Aug 14, 2025
SELL
$89.18 - $104.04 $8.96 Million - $10.5 Million
-100,519 Reduced 86.96%
15,074 $1.38 Billion
Q4 2024

Feb 14, 2025
BUY
$98.47 - $109.35 $316,088 - $351,013
3,210 Added 2.86%
115,593 $11.4 Billion
Q3 2024

Nov 07, 2024
BUY
$94.31 - $103.26 $614,146 - $672,429
6,512 Added 6.15%
112,383 $11.5 Billion
Q2 2024

Aug 13, 2024
BUY
$96.76 - $109.6 $281,668 - $319,045
2,911 Added 2.83%
105,871 $10.3 Billion
Q1 2024

May 14, 2024
SELL
$86.47 - $110.05 $850,345 - $1.08 Million
-9,834 Reduced 8.72%
102,960 $11.3 Billion
Q4 2023

Feb 14, 2024
BUY
$75.71 - $89.74 $8.54 Million - $10.1 Million
112,794 New
112,794 $10 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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