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B. Riley Wealth Advisors’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

B. Riley 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
2024
Q3 		– Sell
-8,575
Closed -$832K – 1446
2024
Q2 		$832K Buy
+8,575
New +$899K 0.02% 601
2024
Q1 		– Sell
-5,475
Closed -$486K – 1532
2023
Q4 		$486K Buy
+5,475
New +$450K 0.01% 828

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

B. Riley Wealth Advisors's XMHQ Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q3 2024, closing a stake of 8,575 shares — an estimated $832K sold.

B. Riley Wealth Advisors first reported a position in XMHQ in Q4 2023 and held it in 2 quarters. The position peaked at $832K in Q2 2024. 345 funds tracked by Wall St. Rank hold XMHQ as of Q3 2024.

  • B. Riley Wealth Advisors reported no remaining Invesco S&P MidCap Quality ETF position as of Q3 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 8,575 Invesco S&P MidCap Quality ETF shares in Q3 2024, an estimated $832K.
  • B. Riley Wealth Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q4 2023 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Invesco S&P MidCap Quality ETF position peaked at $832K in Q2 2024.
  • 345 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.