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Bridgeworth’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Bridgeworth’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
2018
Q3 		– Sell
-310
Closed -$15K – 560
2018
Q2 		$15K Buy
+310
New +$14.9K 0.01% 399

Other funds holding XMHQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return

Bridgeworth's XMHQ Position: Q3 2018 in Review

Bridgeworth sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q3 2018, closing a stake of 310 shares — an estimated $15K sold.

Bridgeworth first reported a position in XMHQ in Q2 2018 and held it in 1 quarter. The position peaked at $15K in Q2 2018. 19 funds tracked by Wall St. Rank hold XMHQ as of Q3 2018.

  • Bridgeworth reported no remaining Invesco S&P MidCap Quality ETF position as of Q3 2018 after selling out during the quarter.
  • Bridgeworth sold 310 Invesco S&P MidCap Quality ETF shares in Q3 2018, an estimated $15K.
  • Bridgeworth first reported a position in Invesco S&P MidCap Quality ETF in Q2 2018 and held it in 1 quarter.
  • Bridgeworth's Invesco S&P MidCap Quality ETF position peaked at $15K in Q2 2018.
  • 19 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.