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Cardan Capital Partners’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Cardan Capital Partners’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
2021
Q3 		$562K Sell
7,400
-27,139
-79% -$2.1M 0.06% 151
2021
Q2 		$2.67M Buy
+34,539
New +$2.69M 0.3% 98

Other funds holding XMHQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Cardan Capital Partners's XMHQ Position: Q3 2021 in Review

Cardan Capital Partners reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 79% in Q3 2021, selling an estimated $2.1M and leaving 7,400 shares worth $562K. The position accounts for 0.06% of the portfolio, ranked #151.

Cardan Capital Partners first reported a position in XMHQ in Q2 2021 and has held it in 2 quarters since. The position peaked at $2.67M in Q2 2021. 62 funds tracked by Wall St. Rank hold XMHQ as of Q3 2021.

  • Cardan Capital Partners held 7,400 shares of Invesco S&P MidCap Quality ETF worth $562K as of Q3 2021.
  • Cardan Capital Partners sold 27,139 Invesco S&P MidCap Quality ETF shares in Q3 2021, an estimated $2.1M.
  • Invesco S&P MidCap Quality ETF made up 0.06% of Cardan Capital Partners's portfolio in Q3 2021, its #151 holding.
  • Cardan Capital Partners first reported a position in Invesco S&P MidCap Quality ETF in Q2 2021 and has held it in 2 quarters since.
  • Cardan Capital Partners's Invesco S&P MidCap Quality ETF position peaked at $2.67M in Q2 2021.
  • 62 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q3 2021.

Based on Cardan Capital Partners's 13F filing for Q3 2021, filed 25 Oct 2021.