Arkadios Wealth Advisors Invesco Exchange Traded Fd Tr Transaction History

Arkadios Wealth Advisors

$1.71 Billion
Q4 2024

A detailed history of Arkadios Wealth Advisors transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Arkadios Wealth Advisors holds 7,555 shares of XMHQ stock, worth $671,715. This represents 0.04% of its overall portfolio holdings.

Number of Shares

7,555

Previous 5,561 35.86%

Holding current value

$671,715

Previous $570,000 30.35%

% of portfolio

0.04%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$98.47 - $109.35 $196,349 - $218,043	1,994 Added 35.86%	7,555 $743,000
Q3 2024 Oct 24, 2024	BUY	$94.31 - $103.26 $660 - $722	7 Added 0.13%	5,561 $570,000
Q2 2024 Jul 29, 2024	SELL	$96.76 - $109.6 $57,378 - $64,992	-593 Reduced 9.65%	5,554 $538,000
Q1 2024 Apr 30, 2024	BUY	$86.47 - $110.05 $25,508 - $32,464	295 Added 5.04%	6,147 $676,000
Q4 2023 Jan 24, 2024	BUY	$75.71 - $89.74 $76,694 - $90,906	1,013 Added 20.93%	5,852 $519,000
Q3 2023 Oct 13, 2023	BUY	$78.95 - $85.08 $67,186 - $72,403	851 Added 21.34%	4,839 $389,000
Q2 2023 Jul 26, 2023	BUY	$71.58 - $80.71 $429 - $484	6 Added 0.15%	3,988 $321,000
Q1 2023 May 02, 2023	BUY	$68.44 - $77.13 $821 - $925	12 Added 0.3%	3,982 $292,000
Q4 2022 Jan 11, 2023	BUY	$64.25 - $74.4 $255,072 - $295,368	3,970 New	3,970 $0

Others Institutions Holding XMHQ

# of Institutions

405

Shares Held

43.7M

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

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Arkadios Wealth Advisors Invesco Exchange Traded Fd Tr Transaction History