United Asset Strategies, Inc. Invesco Exchange Traded Fd Tr Transaction History

United Asset Strategies, Inc.

$1.08 Billion
Q4 2024

A detailed history of United Asset Strategies, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, United Asset Strategies, Inc. holds 25,845 shares of XMHQ stock, worth $2.3 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

25,845

Previous 17,762 45.51%

Holding current value

$2.3 Million

Previous $1.82 Million 39.63%

% of portfolio

0.23%

Previous 0.17%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$98.47 - $109.35 $795,933 - $883,876	8,083 Added 45.51%	25,845 $2.54 Million
Q3 2024 Oct 28, 2024	BUY	$94.31 - $103.26 $821,062 - $898,981	8,706 Added 96.14%	17,762 $1.82 Million
Q2 2024 Aug 01, 2024	BUY	$96.76 - $109.6 $53,605 - $60,718	554 Added 6.52%	9,056 $878,000
Q1 2024 Apr 23, 2024	BUY	$86.47 - $110.05 $735,167 - $935,645	8,502 New	8,502 $935,000

Others Institutions Holding XMHQ

# of Institutions

405

Shares Held

43.7M

Call Options Held

4.2K

Put Options Held

100

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About INVESCO EXCHANGE-TRADED FD TR

Ticker XMHQ
Sector ETFs
Industry ETFs

More about XMHQ

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United Asset Strategies, Inc. Invesco Exchange Traded Fd Tr Transaction History