Back to WA Waverly Advisors, LLC

XMHQXMHQ
Showing 8 of 10 quarters

Position history for WAWaverly Advisors, LLC's holdings in INVESCO EXCHANGE TRADED FD T

Waverly Advisors, LLC holds 469,902 shares of XMHQ (INVESCO EXCHANGE TRADED FD T), worth $53M as of 2026-Q2. The position was increased (+1592.6% shares). XMHQ represents 0.3% of Waverly Advisors, LLC's portfolio.

Current Value

$53M

Current Shares

469,902

Total Value Change

+$51.2M

Total Shares Change

+451,544

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
469,902
+1592.6%
$53M0.3%$112.88
57
2026-Q1
Increased
27,762
+0.4%
$2.9M0.0%$107.24
26
2025-Q4
Increased
27,663
+4.5%
$2.8M0.0%$103.67
28
2025-Q3
Increased
26,480
+2.4%
$2.8M0.0%$104.99
27
2025-Q2
Decreased
25,872
-2.0%
$2.5M0.0%$98.12
0
2025-Q1
Increased
26,394
+22.3%
$2.4M0.0%$91.10
31
2024-Q4
Increased
21,584
+17.6%
$2.1M0.0%$97.98
30
2024-Q3
Increased
18,358
+7.3%
$1.9M0.0%$101.53
28

Other major holders of XMHQ: LPL Financial LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used