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Astoria Portfolio Advisors’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Astoria Portfolio Advisors’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
Q2 		– Sell
-3,610
Closed -$262K – 204
2023
Q1 		$262K Buy
+3,610
New +$264K 0.11% 151

Other funds holding XMHQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CPA
Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return

Astoria Portfolio Advisors's XMHQ Position: Q2 2023 in Review

Astoria Portfolio Advisors sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q2 2023, closing a stake of 3,610 shares — an estimated $262K sold.

Astoria Portfolio Advisors first reported a position in XMHQ in Q1 2023 and held it in 1 quarter. The position peaked at $262K in Q1 2023. 125 funds tracked by Wall St. Rank hold XMHQ as of Q2 2023.

  • Astoria Portfolio Advisors reported no remaining Invesco S&P MidCap Quality ETF position as of Q2 2023 after selling out during the quarter.
  • Astoria Portfolio Advisors sold 3,610 Invesco S&P MidCap Quality ETF shares in Q2 2023, an estimated $262K.
  • Astoria Portfolio Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q1 2023 and held it in 1 quarter.
  • Astoria Portfolio Advisors's Invesco S&P MidCap Quality ETF position peaked at $262K in Q1 2023.
  • 125 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2023.

Based on Astoria Portfolio Advisors's 13F filing for Q2 2023, filed 14 Jul 2023.