Principle Wealth Partners LLC Invesco Exchange Traded Fd Tr Transaction History

Principle Wealth Partners LLC

$1.25 Billion
Q2 2024

A detailed history of Principle Wealth Partners LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Principle Wealth Partners LLC holds 74,626 shares of XMHQ stock, worth $7.6 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

74,626

Previous 68,002 9.74%

Holding current value

$7.6 Million

Previous $7.48 Million 3.25%

% of portfolio

0.58%

Previous 0.62%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$96.76 - $109.6 $640,938 - $725,990	6,624 Added 9.74%	74,626 $7.24 Million
Q1 2024 Apr 23, 2024	BUY	$86.47 - $110.05 $303,163 - $385,835	3,506 Added 5.44%	68,002 $7.48 Million
Q4 2023 Feb 05, 2024	BUY	$75.71 - $89.74 $538,222 - $637,961	7,109 Added 12.39%	64,496 $5.72 Million
Q3 2023 Nov 01, 2023	BUY	$78.95 - $85.08 $2.43 Million - $2.61 Million	30,735 Added 115.32%	57,387 $4.62 Million
Q2 2023 Jul 31, 2023	BUY	$71.58 - $80.71 $70,864 - $79,902	990 Added 3.86%	26,652 $2.15 Million
Q1 2023 May 10, 2023	SELL	$68.44 - $77.13 $139,275 - $156,959	-2,035 Reduced 7.35%	25,662 $1.88 Million
Q4 2022 Feb 02, 2023	SELL	$64.25 - $74.4 $11,243 - $13,020	-175 Reduced 0.63%	27,697 $1.91 Million
Q3 2022 Nov 14, 2022	SELL	$62.1 - $73.87 $46,388 - $55,180	-747 Reduced 2.61%	27,872 $1.74 Million
Q2 2022 Aug 02, 2022	BUY	$62.01 - $75.76 $1.32 Million - $1.61 Million	21,250 Added 288.37%	28,619 $1.82 Million
Q1 2022 May 12, 2022	BUY	$70.84 - $81.3 $522,019 - $599,099	7,369 New	7,369 $557,000

Others Institutions Holding XMHQ

# of Institutions

313

Shares Held

33.7M

Call Options Held

500

Put Options Held

100K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker XMHQ
Sector ETFs
Industry ETFs

More about XMHQ

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Principle Wealth Partners LLC Invesco Exchange Traded Fd Tr Transaction History