Schwallier Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History

Schwallier Wealth Management LLC

$164 Billion
Q2 2025

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%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

405

Shares Held

34.3M

Call Options Held

18K

Put Options Held

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker XMHQ
Sector ETFs
Industry ETFs

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Schwallier Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History