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Angeles Wealth Management’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Angeles Wealth Management’s Portfolio XMHQ Stock Details XMHQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-540
Closed -$43.5K – 277
2023
Q3 		$43.5K Buy
+540
New +$44.4K 0.01% 200

Other funds holding XMHQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Angeles Wealth Management's XMHQ Position: Q4 2023 in Review

Angeles Wealth Management sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q4 2023, closing a stake of 540 shares — an estimated $43.5K sold.

Angeles Wealth Management first reported a position in XMHQ in Q3 2023 and held it in 1 quarter. The position peaked at $43.5K in Q3 2023. 212 funds tracked by Wall St. Rank hold XMHQ as of Q4 2023.

  • Angeles Wealth Management reported no remaining Invesco S&P MidCap Quality ETF position as of Q4 2023 after selling out during the quarter.
  • Angeles Wealth Management sold 540 Invesco S&P MidCap Quality ETF shares in Q4 2023, an estimated $43.5K.
  • Angeles Wealth Management first reported a position in Invesco S&P MidCap Quality ETF in Q3 2023 and held it in 1 quarter.
  • Angeles Wealth Management's Invesco S&P MidCap Quality ETF position peaked at $43.5K in Q3 2023.
  • 212 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q4 2023.

Based on Angeles Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.