Fermata Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Fermata Advisors, LLC

$335 Million
Q2 2025

A detailed history of Fermata Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Fermata Advisors, LLC holds 2,568 shares of XMHQ stock, worth $264,118. This represents 0.08% of its overall portfolio holdings.

Number of Shares

2,568

Previous 29,447 91.28%

Holding current value

$264,118

Previous $2.69 Million 90.65%

% of portfolio

0.08%

Previous 0.54%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	SELL	$82.17 - $99.96 $2.21 Million - $2.69 Million	-26,879 Reduced 91.28%	2,568 $252,000
Q1 2025 Apr 10, 2025	SELL	$89.18 - $104.04 $6.43 Million - $7.5 Million	-72,058 Reduced 70.99%	29,447 $2.69 Million
Q4 2024 Jan 14, 2025	BUY	$98.47 - $109.35 $609,726 - $677,095	6,192 Added 6.5%	101,505 $10 Million
Q3 2024 Oct 09, 2024	BUY	$94.31 - $103.26 $1.09 Million - $1.19 Million	11,564 Added 13.81%	95,313 $9.78 Million
Q2 2024 Jul 12, 2024	BUY	$96.76 - $109.6 $8.1 Million - $9.18 Million	83,749 New	83,749 $8.13 Million

Others Institutions Holding XMHQ

# of Institutions

410

Shares Held

38.7M

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 Fermata Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fermata Advisors, LLC with notifications on news.

Account

Fermata Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History