XMHQ — INVESCO EXCHANGE TRADED FD T

Ownership history in SMITH, MOORE & CO.  ·  8 quarters on record

This page tracks every 13F SEC filing in which SMITH, MOORE & CO. 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
0.94% (2024 Q3)
Avg. % of fund
0.71%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 108,105 +1,077 +1.0% 0.87% $11.3M $104.77
2025 Q2 ADDED 107,028 +3,086 +3.0% 0.88% $10.5M $97.92
2025 Q1 ADDED 103,942 +4,098 +4.1% 0.88% $9.5M $91.11
2024 Q4 ADDED 99,844 +3,632 +3.8% 0.90% $9.8M $97.82
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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