Modern Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Modern Wealth Management, LLC

$3.78 Billion
Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 88,209 shares of XMHQ stock, worth $9.17 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

88,209

Previous 85,576 3.08%

Holding current value

$9.17 Million

Previous $7.83 Million 10.64%

% of portfolio

0.23%

Previous 0.26%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$82.17 - $99.96 $216,353 - $263,194	2,633 Added 3.08%	88,209 $8.67 Million
Q1 2025 May 30, 2025	BUY	$89.18 - $104.04 $29,340 - $34,229	329 Added 0.39%	85,576 $7.83 Million
Q1 2025 May 15, 2025	BUY	$89.18 - $104.04 $1.03 Million - $1.21 Million	11,592 Added 15.74%	85,247 $7.8 Billion
Q4 2024 May 30, 2025	SELL	$98.47 - $109.35 $1.67 Million - $1.85 Million	-16,933 Reduced 19.86%	68,314 $6.73 Million
Q4 2024 May 29, 2025	SELL	$98.47 - $109.35 $1.67 Million - $1.85 Million	-16,933 Reduced 19.86%	68,314 $6.73 Million
Q4 2024 Feb 11, 2025	BUY	$98.47 - $109.35 $7.25 Million - $8.05 Million	73,655 New	73,655 $7.44 Billion

Others Institutions Holding XMHQ

# of Institutions

409

Shares Held

34.2M

Call Options Held

18K

Put Options Held

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker XMHQ
Sector ETFs
Industry ETFs

More about XMHQ

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Modern Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History