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

Sax Wealth Advisors, LLC

$1.37 Billion
Q1 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 116,468 shares of XMHQ stock, worth $11.3 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

116,468

Previous 98,615 18.1%

Holding current value

$11.3 Million

Previous $9.71 Million 9.78%

% of portfolio

0.78%

Previous 0.77%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$89.18 - $104.04 $1.59 Million - $1.86 Million	17,853 Added 18.1%	116,468 $10.7 Million
Q4 2024 Jan 15, 2025	SELL	$98.47 - $109.35 $73,163 - $81,247	-743 Reduced 0.75%	98,615 $9.71 Million
Q3 2024 Oct 17, 2024	BUY	$94.31 - $103.26 $8.76 Million - $9.59 Million	92,888 Added 1435.67%	99,358 $10.2 Million
Q2 2024 Jul 12, 2024	BUY	$96.76 - $109.6 $626,037 - $709,112	6,470 New	6,470 $627,000

Others Institutions Holding XMHQ

# of Institutions

415

Shares Held

41.3M

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