Ae Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q1 2025

A detailed history of Ae Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Ae Wealth Management LLC holds 4,972 shares of XMHQ stock, worth $489,940. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,972

Previous 5,692 12.65%

Holding current value

$489,940

Previous $560,000 18.75%

% of portfolio

0.0%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$89.18 - $104.04 $64,209 - $74,908	-720 Reduced 12.65%	4,972 $455,000
Q4 2024 Feb 13, 2025	SELL	$98.47 - $109.35 $40,175 - $44,614	-408 Reduced 6.69%	5,692 $560,000
Q3 2024 Nov 14, 2024	SELL	$94.31 - $103.26 $97,988 - $107,287	-1,039 Reduced 14.55%	6,100 $625,000
Q2 2024 Aug 12, 2024	BUY	$96.76 - $109.6 $373,300 - $422,836	3,858 Added 117.59%	7,139 $692,000
Q1 2024 May 15, 2024	SELL	$86.47 - $110.05 $1.66 Million - $2.12 Million	-19,229 Reduced 85.42%	3,281 $361,000
Q4 2023 Feb 14, 2024	BUY	$75.71 - $89.74 $1.7 Million - $2.02 Million	22,510 New	22,510 $2 Million

Others Institutions Holding XMHQ

# of Institutions

415

Shares Held

41.3M

Call Options Held

4.7K

Put Options Held

6.9K

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

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Account

Ae Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History