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Aveo Capital Partners’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Aveo Capital 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
2025
Q2 		– Sell
-102,590
Closed -$9.67M – 175
2025
Q1 		$9.67M Buy
102,590
+9,587
+10% +$934K 1.61% 18
2024
Q4 		$9.16M Buy
93,003
+1,833
+2% +$190K 1% 25
2024
Q3 		$9.35M Buy
91,170
+2,827
+3% +$280K 0.99% 24
2024
Q2 		$8.57M Buy
88,343
+5,791
+7% +$607K 0.97% 27
2024
Q1 		$8.65M Sell
82,552
-32,784
-28% -$3.21M 0.94% 24
2023
Q4 		$10.2M Buy
115,336
+48,377
+72% +$3.97M 1.23% 19
2023
Q3 		$5.39M Buy
66,959
+406
+0.6% +$33.4K 0.71% 39
2023
Q2 		$5.37M Buy
+66,553
New +$4.98M 0.68% 44

Other funds holding XMHQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aveo Capital Partners's XMHQ Position: Q2 2025 in Review

Aveo Capital Partners sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q2 2025, closing a stake of 102,590 shares — an estimated $9.67M sold.

Aveo Capital Partners first reported a position in XMHQ in Q2 2023 and held it in 8 quarters. The position peaked at $10.2M in Q4 2023. 393 funds tracked by Wall St. Rank hold XMHQ as of Q2 2025.

  • Aveo Capital Partners reported no remaining Invesco S&P MidCap Quality ETF position as of Q2 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 102,590 Invesco S&P MidCap Quality ETF shares in Q2 2025, an estimated $9.67M.
  • Aveo Capital Partners first reported a position in Invesco S&P MidCap Quality ETF in Q2 2023 and held it in 8 quarters.
  • Aveo Capital Partners's Invesco S&P MidCap Quality ETF position peaked at $10.2M in Q4 2023.
  • 393 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.