A detailed history of Willner & Heller, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Willner & Heller, LLC holds 3,789 shares of XMHQ stock, worth $393,828. This represents 0.32% of its overall portfolio holdings.

Number of Shares
3,789
Previous 3,728 1.64%
Holding current value
$393,828
Previous $366,000 8.47%
% of portfolio
0.32%
Previous 0.32%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 16, 2025

BUY
$98.53 - $107.1 $6,010 - $6,533
61 Added 1.64%
3,789 $397,000
Q2 2025

Jul 21, 2025

BUY
$82.17 - $99.96 $4,930 - $5,997
60 Added 1.64%
3,728 $366,000
Q1 2025

May 05, 2025

SELL
$89.18 - $104.04 $3,567 - $4,161
-40 Reduced 1.08%
3,668 $335,000
Q4 2024

Jan 16, 2025

SELL
$98.47 - $109.35 $295 - $328
-3 Reduced 0.08%
3,708 $365,000
Q3 2024

Oct 10, 2024

BUY
$94.31 - $103.26 $23,388 - $25,608
248 Added 7.16%
3,711 $380,000
Q2 2024

Jul 19, 2024

BUY
$96.76 - $109.6 $19,545 - $22,139
202 Added 6.19%
3,463 $336,000
Q1 2024

Jul 19, 2024

BUY
$86.47 - $110.05 $58,886 - $74,944
681 Added 26.4%
3,261 $358,000
Q4 2023

Mar 06, 2024

BUY
$75.71 - $89.74 $195,331 - $231,529
2,580 New
2,580 $228,000

Others Institutions Holding XMHQ

About INVESCO EXCHANGE-TRADED FD TR


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