Ownership history in ENZI WEALTH · 10 quarters on record
This page tracks every 13F SEC filing in which ENZI WEALTH reported a position in INVESCO EXCHANGE TRADED FD T (XMHQ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 27,449 | -79,425 | -74.3% | 1.04% | $2.9M | $102.42 |
| 2025 Q3 | ADDED | 106,874 | +640 | +0.6% | 3.91% | $11.1M | $104.77 |
| 2025 Q2 | ADDED | 106,234 | +621 | +0.6% | 3.87% | $10.6M | $97.92 |
| 2025 Q1 | ADDED | 105,613 | +6,433 | +6.5% | 3.93% | $9.7M | $91.11 |
| 2024 Q4 | ADDED | 99,180 | +3,900 | +4.1% | 3.92% | $10.3M | $97.82 |
| 2024 Q3 | ADDED | 95,280 | +8,265 | +9.5% | 3.89% | $10.0M | $101.70 |
| 2024 Q2 | ADDED | 87,015 | +1,559 | +1.8% | 3.67% | $8.3M | $96.06 |
| 2024 Q1 | ADDED | 85,456 | +3,606 | +4.4% | 4.19% | $8.9M | $104.10 |
| 2023 Q4 | ADDED | 81,850 | +47,765 | +140.1% | 3.78% | $7.9M | $83.75 |
| 2023 Q3 | INITIATED | 34,085 | — | — | 1.44% | $2.7M | — |
As of 2025 Q4 — sorted by position size