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Atria Investments’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Atria Investments’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
2025
Q4 		– Sell
-4,584
Closed -$481K – 2142
2025
Q3 		$481K Buy
4,584
+622
+16% +$64K 0.01% 1433
2025
Q2 		$389K Sell
3,962
-11,147
-74% -$1.05M ﹤0.01% 1562
2025
Q1 		$1.38M Sell
15,109
-10,647
-41% -$1.04M 0.02% 875
2024
Q4 		$2.54M Sell
25,756
-577
-2% -$59.7K 0.03% 586
2024
Q3 		$2.7M Sell
26,333
-3,086
-10% -$306K 0.03% 570
2024
Q2 		$2.85M Sell
29,419
-5,517
-16% -$578K 0.04% 521
2024
Q1 		$3.84M Sell
34,936
-3,290
-9% -$322K 0.05% 416
2023
Q4 		$3.39M Buy
38,226
+9,622
+34% +$790K 0.05% 405
2023
Q3 		$2.3M Buy
28,604
+11,968
+72% +$984K 0.04% 521
2023
Q2 		$1.34M Buy
+16,636
New +$1.24M 0.02% 717

Other funds holding XMHQ

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return