Congress Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Congress Wealth Management LLC holds 6,150 shares of XMHQ stock, worth $639,231. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,150
Previous 7,562 18.67%
Holding current value
$639,231
Previous $692,000 12.72%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$82.17 - $99.96 $116,024 - $141,143
-1,412 Reduced 18.67%
6,150 $604,000
Q1 2025

May 14, 2025
BUY
$89.18 - $104.04 $674,379 - $786,750
7,562 New
7,562 $692,000

Others Institutions Holding XMHQ

# of Institutions
409
Shares Held
34.2M
Call Options Held
18K
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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