Wiser Advisor Group LLC Invesco Exchange Traded Fd Tr Transaction History

Wiser Advisor Group LLC

$67.7 Billion
Q1 2025

A detailed history of Wiser Advisor Group LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Wiser Advisor Group LLC holds 22,041 shares of XMHQ stock, worth $2.22 Million. This represents 2.98% of its overall portfolio holdings.

Number of Shares

22,041

Previous 20,256 8.81%

Holding current value

$2.22 Million

Previous $1.99 Billion 1.14%

% of portfolio

2.98%

Previous 2.9%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$89.18 - $104.04 $159,186 - $185,711	1,785 Added 8.81%	22,041 $2.02 Billion
Q4 2024 Feb 05, 2025	BUY	$98.47 - $109.35 $72,473 - $80,481	736 Added 3.77%	20,256 $1.99 Billion
Q3 2024 Nov 13, 2024	SELL	$94.31 - $103.26 $23,577 - $25,815	-250 Reduced 1.26%	19,520 $2 Billion
Q2 2024 Aug 14, 2024	BUY	$96.76 - $109.6 $212,388 - $240,572	2,195 Added 12.49%	19,770 $1.92 Billion
Q1 2024 May 15, 2024	SELL	$86.47 - $110.05 $12,192 - $15,517	-141 Reduced 0.8%	17,575 $1.94 Billion
Q4 2023 Feb 12, 2024	BUY	$75.71 - $89.74 $1.34 Million - $1.59 Million	17,716 New	17,716 $1.57 Billion

Others Institutions Holding XMHQ

# of Institutions

409

Shares Held

38.5M

Call Options Held

4.7K

Put Options Held

5.5K

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 Wiser Advisor Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wiser Advisor Group LLC with notifications on news.

Account

Wiser Advisor Group LLC Invesco Exchange Traded Fd Tr Transaction History