XMHQ β€” INVESCO EXCHANGE TRADED FD T

Ownership history in KPP Advisory Services LLC  Β·  6 quarters on record

AI Ownership Summary

KPP Advisory Services LLC reported INVESCO EXCHANGE TRADED FD T (XMHQ) in 6 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 4.22% in 2024 Q4. The latest visible filing shows XMHQ at 2.82% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this XMHQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KPP Advisory Services LLC's position in INVESCO EXCHANGE TRADED FD T, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

XMHQ was reported at 2.82% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.22% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How KPP Advisory Services LLC held XMHQ β€” position size vs. price
% of Fund (quarterly)    XMHQ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 189,315 +3,041 +1.6% 2.82% $19.4M 2026-02-14 (Est.) $107.13
2025 Q3 REDUCED 186,274 -5,890 -3.1% 2.89% $19.6M 2025-11-03 $102.08
2025 Q1 ADDED 192,164 +10,252 +5.6% 3.34% $17.6M 2025-04-23 $88.99
2024 Q4 ADDED 181,912 +17,899 +10.9% 4.22% $17.9M 2025-01-24 $103.03
2024 Q3 ADDED 164,013 +132,387 +418.6% 4.04% $16.8M 2024-11-06 $104.33
2024 Q2 INITIATED 31,626 β€” β€” 0.82% $3.1M 2024-08-27 $99.63

FAQ About KPP Advisory Services LLC and XMHQ

These are the practical questions this page is built to answer before you even open the full history table.

How long has KPP Advisory Services LLC reported owning XMHQ?

KPP Advisory Services LLC reported XMHQ across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported XMHQ position in KPP Advisory Services LLC's portfolio?

The largest reported portfolio weight for XMHQ was 4.22% in 2024 Q4.

What is the latest reported XMHQ position on this page?

The most recent filing on this page is 2025 Q4, when KPP Advisory Services LLC reported 189,315 shares, equal to 2.82% of portfolio, with an estimated market value of $19.4M.

What does the chart on this XMHQ ownership page compare?

The chart compares KPP Advisory Services LLC's quarterly XMHQ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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