XMHQ — INVESCO EXCHANGE TRADED FD T

Ownership history in Goepper Burkhardt LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Goepper Burkhardt LLC 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.

Peak position
0.2% (2025 Q1)
Avg. % of fund
0.16%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 2,630 -2,200 -45.5% 0.09% $276K $104.77
2025 Q2 REDUCED 4,830 -749 -13.4% 0.17% $474K $97.92
2025 Q1 INITIATED 5,579 — — 0.20% $511K $91.11
% of Fund (quarterly)    XMHQ price (monthly, adj. close)

Other funds also holding XMHQ

As of 2025 Q4 — sorted by position size

Clark Wealth Partners 10.2% Traction Financial Partners, LLC 7.13% Blue Water Asset Management 6.83% DAHRING | CUSMANO LLC 6.39% Corecam Pte. Ltd. 5.05% Capital Planning Advisors, LLC 3Y 7Y 3.75% Altus Wealth Group LLC 3Y 3.61% Wealth Advisory Team LLC 3.01% Live Oak Investment Partners 3Y 2.99% Family Investment Center, Inc. 3Y 2.95%
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