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BlackDiamond Wealth Management’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

BlackDiamond Wealth 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
2023
Q3 		– Sell
-7,239
Closed -$604K – 142
2023
Q2 		$604K Buy
+7,239
New +$541K 0.51% 49

Other funds holding XMHQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CPA
Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return

BlackDiamond Wealth Management's XMHQ Position: Q3 2023 in Review

BlackDiamond Wealth Management sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q3 2023, closing a stake of 7,239 shares — an estimated $604K sold.

BlackDiamond Wealth Management first reported a position in XMHQ in Q2 2023 and held it in 1 quarter. The position peaked at $604K in Q2 2023. 157 funds tracked by Wall St. Rank hold XMHQ as of Q3 2023.

  • BlackDiamond Wealth Management reported no remaining Invesco S&P MidCap Quality ETF position as of Q3 2023 after selling out during the quarter.
  • BlackDiamond Wealth Management sold 7,239 Invesco S&P MidCap Quality ETF shares in Q3 2023, an estimated $604K.
  • BlackDiamond Wealth Management first reported a position in Invesco S&P MidCap Quality ETF in Q2 2023 and held it in 1 quarter.
  • BlackDiamond Wealth Management's Invesco S&P MidCap Quality ETF position peaked at $604K in Q2 2023.
  • 157 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q3 2023.

Based on BlackDiamond Wealth Management's 13F filing for Q3 2023, filed 1 Nov 2023.