Pcg Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Pcg Wealth Advisors, LLC

$271 Million
Q1 2025

A detailed history of Pcg Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Pcg Wealth Advisors, LLC holds 42,392 shares of XMHQ stock, worth $4.21 Million. This represents 1.43% of its overall portfolio holdings.

Number of Shares

42,392

Previous 50,877 16.68%

Holding current value

$4.21 Million

Previous $5.01 Million 22.54%

% of portfolio

1.43%

Previous 1.95%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	SELL	$89.18 - $104.04 $756,692 - $882,779	-8,485 Reduced 16.68%	42,392 $3.88 Million
Q4 2024 Jan 21, 2025	BUY	$98.47 - $109.35 $376,253 - $417,826	3,821 Added 8.12%	50,877 $5.01 Million
Q3 2024 Oct 15, 2024	BUY	$94.31 - $103.26 $490,317 - $536,848	5,199 Added 12.42%	47,056 $4.83 Million
Q2 2024 Jul 15, 2024	BUY	$96.76 - $109.6 $838,909 - $950,232	8,670 Added 26.12%	41,857 $4.06 Million
Q1 2024 Apr 19, 2024	BUY	$86.47 - $110.05 $243,240 - $309,570	2,813 Added 9.26%	33,187 $3.65 Million
Q4 2023 Jan 29, 2024	BUY	$75.71 - $89.74 $108,719 - $128,866	1,436 Added 4.96%	30,374 $2.69 Million
Q3 2023 Oct 19, 2023	BUY	$78.95 - $85.08 $154,110 - $166,076	1,952 Added 7.23%	28,938 $2.33 Million
Q2 2023 Jul 20, 2023	BUY	$71.58 - $80.71 $79,596 - $89,749	1,112 Added 4.3%	26,986 $2.18 Million
Q1 2023 May 08, 2023	BUY	$68.44 - $77.13 $12,319 - $13,883	180 Added 0.7%	25,874 $1.9 Million
Q4 2022 Feb 13, 2023	BUY	$64.25 - $74.4 $493,632 - $571,615	7,683 Added 42.66%	25,694 $1.77 Million
Q3 2022 Oct 12, 2022	BUY	$62.1 - $73.87 $702,413 - $835,543	11,311 Added 168.82%	18,011 $1.12 Million
Q2 2022 Jul 13, 2022	BUY	$62.01 - $75.76 $62,940 - $76,896	1,015 Added 17.85%	6,700 $426,000
Q1 2022 Apr 22, 2022	BUY	$70.84 - $81.3 $140,263 - $160,974	1,980 Added 53.44%	5,685 $429,000
Q4 2021 Feb 10, 2022	BUY	$75.85 - $83.73 $281,024 - $310,219	3,705 New	3,705 $299,000

Others Institutions Holding XMHQ

# of Institutions

412

Shares Held

40.7M

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

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Pcg Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History