Fermata Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Fermata Advisors, LLC

  • $495 Million
  • Q1 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 29,447 shares of XMHQ stock, worth $2.69 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
29,447
Previous 101,505 70.99%
Holding current value
$2.69 Million
Previous $10 Million 73.05%
% of portfolio
0.54%
Previous 1.96%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
404
Shares Held
43.8M
Call Options Held
4.2K
Put Options Held
100
View Full List

About INVESCO EXCHANGE-TRADED FD TR

XMHQ Quotes by TradingView
  • Ticker XMHQ
  • Sector ETFs
  • Industry ETFs
More about XMHQ
Track This Portfolio

Track Fermata Advisors, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email