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Ascent Wealth Partners’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Ascent Wealth Partners’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
2019
Q2 		– Sell
-345
Closed -$15K – 137
2019
Q1 		$15K Buy
+345
New +$16.4K ﹤0.01% 128

Other funds holding XMHQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ascent Wealth Partners's XMHQ Position: Q2 2019 in Review

Ascent Wealth Partners sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q2 2019, closing a stake of 345 shares — an estimated $15K sold.

Ascent Wealth Partners first reported a position in XMHQ in Q1 2019 and held it in 1 quarter. The position peaked at $15K in Q1 2019. 19 funds tracked by Wall St. Rank hold XMHQ as of Q2 2019.

  • Ascent Wealth Partners reported no remaining Invesco S&P MidCap Quality ETF position as of Q2 2019 after selling out during the quarter.
  • Ascent Wealth Partners sold 345 Invesco S&P MidCap Quality ETF shares in Q2 2019, an estimated $15K.
  • Ascent Wealth Partners first reported a position in Invesco S&P MidCap Quality ETF in Q1 2019 and held it in 1 quarter.
  • Ascent Wealth Partners's Invesco S&P MidCap Quality ETF position peaked at $15K in Q1 2019.
  • 19 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2019.

Based on Ascent Wealth Partners's 13F filing for Q2 2019, filed 30 Jul 2019.