A detailed history of Schwallier Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 10,047 shares of XMHQ stock, worth $1.04 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
10,047
Previous 15,074 33.35%
Holding current value
$1.04 Million
Previous $1.38 Billion 28.46%
% of portfolio
0.6%
Previous 1.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025

SELL
$82.17 - $99.96 $413,068 - $502,498
-5,027 Reduced 33.35%
10,047 $987 Million
Q1 2025

Aug 14, 2025

SELL
$89.18 - $104.04 $8.96 Million - $10.5 Million
-100,519 Reduced 86.96%
15,074 $1.38 Billion
Q4 2024

Feb 14, 2025

BUY
$98.47 - $109.35 $316,088 - $351,013
3,210 Added 2.86%
115,593 $11.4 Billion
Q3 2024

Nov 07, 2024

BUY
$94.31 - $103.26 $614,146 - $672,429
6,512 Added 6.15%
112,383 $11.5 Billion
Q2 2024

Aug 13, 2024

BUY
$96.76 - $109.6 $281,668 - $319,045
2,911 Added 2.83%
105,871 $10.3 Billion
Q1 2024

May 14, 2024

SELL
$86.47 - $110.05 $850,345 - $1.08 Million
-9,834 Reduced 8.72%
102,960 $11.3 Billion
Q4 2023

Feb 14, 2024

BUY
$75.71 - $89.74 $8.54 Million - $10.1 Million
112,794 New
112,794 $10 Billion

Others Institutions Holding XMHQ

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker XMHQ
  • Sector ETFs
  • Industry ETFs
More about XMHQ
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