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Belpointe Asset Management’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Belpointe Asset 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
2025
Q1 		– Sell
-18,604
Closed -$1.88M – 1047
2024
Q4 		$1.88M Sell
18,604
-787
-4% -$81.5K 0.11% 180
2024
Q3 		$1.99M Buy
19,391
+2,222
+13% +$220K 0.12% 172
2024
Q2 		$1.67M Buy
+17,169
New +$1.8M 0.12% 173

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

Belpointe Asset Management's XMHQ Position: Q1 2025 in Review

Belpointe Asset Management sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q1 2025, closing a stake of 18,604 shares — an estimated $1.88M sold.

Belpointe Asset Management first reported a position in XMHQ in Q2 2024 and held it in 3 quarters. The position peaked at $1.99M in Q3 2024. 401 funds tracked by Wall St. Rank hold XMHQ as of Q1 2025.

  • Belpointe Asset Management reported no remaining Invesco S&P MidCap Quality ETF position as of Q1 2025 after selling out during the quarter.
  • Belpointe Asset Management sold 18,604 Invesco S&P MidCap Quality ETF shares in Q1 2025, an estimated $1.88M.
  • Belpointe Asset Management first reported a position in Invesco S&P MidCap Quality ETF in Q2 2024 and held it in 3 quarters.
  • Belpointe Asset Management's Invesco S&P MidCap Quality ETF position peaked at $1.99M in Q3 2024.
  • 401 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2025.

Based on Belpointe Asset Management's 13F filing for Q1 2025, filed 20 May 2025.