APWM
XMHQ icon

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

Atlas Private 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
2024
Q1 		$6.68M Buy
60,705
+4,272
+8% +$418K 2.81% 7
2023
Q4 		$5.01M Buy
+56,433
New +$4.64M 2.35% 9

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Atlas Private Wealth Management's XMHQ Position: Q1 2024 in Review

Atlas Private Wealth Management increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 7.6% in Q1 2024, buying an estimated $418K and bringing the position to 60,705 shares worth $6.68M. The position accounts for 2.81% of the portfolio, ranked #7.

Atlas Private Wealth Management first reported a position in XMHQ in Q4 2023 and has held it in 2 quarters since. 287 funds tracked by Wall St. Rank hold XMHQ as of Q1 2024.

  • Atlas Private Wealth Management held 60,705 shares of Invesco S&P MidCap Quality ETF worth $6.68M as of Q1 2024.
  • Atlas Private Wealth Management bought 4,272 Invesco S&P MidCap Quality ETF shares in Q1 2024, an estimated $418K.
  • Invesco S&P MidCap Quality ETF made up 2.81% of Atlas Private Wealth Management's portfolio in Q1 2024, its #7 holding.
  • Atlas Private Wealth Management first reported a position in Invesco S&P MidCap Quality ETF in Q4 2023 and has held it in 2 quarters since.
  • 287 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.