Bank Julius Baer & Co
XMHQ icon

Bank Julius Baer & Co’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Bank Julius Baer & Co’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
Q1 		– Sell
-3,163
Closed -$344K – 683
2024
Q4 		$344K Buy
+3,163
New +$327K ﹤0.01% 382

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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 $71.6B AUM 21.08% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 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

Bank Julius Baer & Co's XMHQ Position: Q1 2025 in Review

Bank Julius Baer & Co sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q1 2025, closing a stake of 3,163 shares — an estimated $344K sold.

Bank Julius Baer & Co first reported a position in XMHQ in Q4 2024 and held it in 1 quarter. The position peaked at $344K in Q4 2024. 401 funds tracked by Wall St. Rank hold XMHQ as of Q1 2025.

  • Bank Julius Baer & Co reported no remaining Invesco S&P MidCap Quality ETF position as of Q1 2025 after selling out during the quarter.
  • Bank Julius Baer & Co sold 3,163 Invesco S&P MidCap Quality ETF shares in Q1 2025, an estimated $344K.
  • Bank Julius Baer & Co first reported a position in Invesco S&P MidCap Quality ETF in Q4 2024 and held it in 1 quarter.
  • Bank Julius Baer & Co's Invesco S&P MidCap Quality ETF position peaked at $344K in Q4 2024.
  • 401 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2025.

Based on Bank Julius Baer & Co's 13F filing for Q1 2025, filed 6 May 2025.