Atlas Private Wealth Advisors’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Atlas Private Wealth 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
2021 Q4	–	Sell	-484	Closed	-$37K	–	720
2021 Q3	$37K	Buy	484 +29	+6%	+$2.24K	0.02%	270
2021 Q2	$35K	Buy	455 +141	+45%	+$11K	0.02%	275
2021 Q1	$24K	Buy	314 +114	+57%	+$8.32K	0.01%	342
2020 Q4	$13K	Buy	+200	New	+$12.4K	0.01%	402

Other funds holding XMHQ

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Atlas Private Wealth Advisors's XMHQ Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q4 2021, closing a stake of 484 shares — an estimated $37K sold.

Atlas Private Wealth Advisors first reported a position in XMHQ in Q4 2020 and held it in 4 quarters. The position peaked at $37K in Q3 2021. 70 funds tracked by Wall St. Rank hold XMHQ as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Invesco S&P MidCap Quality ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 484 Invesco S&P MidCap Quality ETF shares in Q4 2021, an estimated $37K.
Atlas Private Wealth Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q4 2020 and held it in 4 quarters.
Atlas Private Wealth Advisors's Invesco S&P MidCap Quality ETF position peaked at $37K in Q3 2021.
70 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.