Ownership history in MEANS INVESTMENT CO., INC. · 5 quarters on record
This page tracks every 13F SEC filing in which MEANS INVESTMENT CO., INC. reported a position in INVESCO EXCHANGE TRADED FD T (XLG). 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 | ADDED | 1,464,216 | +67,933 | +4.9% | 7.31% | $86.8M | $59.28 |
| 2025 Q3 | ADDED | 1,396,283 | +35,355 | +2.6% | 6.95% | $80.3M | $57.43 |
| 2025 Q2 | ADDED | 1,360,928 | +93,257 | +7.4% | 6.72% | $70.9M | $51.93 |
| 2025 Q1 | ADDED | 1,267,671 | +1,163,956 | +1122.3% | 6.20% | $58.3M | $45.78 |
As of 2025 Q4 — sorted by position size