A detailed history of Creative Planning transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Creative Planning holds 18,046 shares of XMHQ stock, worth $1.93 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
18,046
Previous 17,970 0.42%
Holding current value
$1.93 Million
Previous $1.74 Million 6.2%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

BUY
$94.31 - $103.26 $7,167 - $7,847
76 Added 0.42%
18,046 $1.85 Million
Q2 2024

Aug 15, 2024

SELL
$96.76 - $109.6 $223,225 - $252,847
-2,307 Reduced 11.38%
17,970 $1.74 Million
Q1 2024

May 10, 2024

BUY
$86.47 - $110.05 $363,865 - $463,090
4,208 Added 26.19%
20,277 $2.23 Million
Q4 2023

Feb 14, 2024

BUY
$75.71 - $89.74 $145,060 - $171,941
1,916 Added 13.54%
16,069 $1.43 Million
Q3 2023

Nov 16, 2023

BUY
$78.95 - $85.08 $1.12 Million - $1.2 Million
14,153 New
14,153 $1.14 Million

Others Institutions Holding XMHQ

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker XMHQ
  • Sector ETFs
  • Industry ETFs
More about XMHQ
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.