Wealth Quarterback LLC Invesco Exchange Traded Fd Tr Transaction History

Wealth Quarterback LLC

$174 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 14, 2020	SELL	$34.9 - $55.56 $26,873 - $42,781	-770 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$48.01 - $53.97 $36,967 - $41,556	770 New	770 $41,000

Others Institutions Holding XMHQ

# of Institutions

410

Shares Held

39M

Call Options Held

4.7K

Put Options Held

6.9K

Lpl Financial LLC Fort Mill, SC

5.19M
Shares

$531 Million
0.19% of portfolio
Morgan Stanley New York, NY

1.96M
Shares

$201 Million
0.01% of portfolio
Stifel Financial Corp St. Louis, MO

1.89M
Shares

$193 Million
0.19% of portfolio
Northwestern Mutual Wealth Management CO

1.84M
Shares

$188 Million
0.14% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.37M
Shares

$140 Million
0.04% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

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