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Carroll Financial Associates’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Carroll Financial Associates’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
Q4 		$0 Hold
11
– – ﹤0.01% 1972
2021
Q3 		$0 Buy
+11
New +$851 ﹤0.01% 1970

Other funds holding XMHQ

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Carroll Financial Associates's XMHQ Position: Q4 2021 in Review

Carroll Financial Associates held its Invesco S&P MidCap Quality ETF (XMHQ) position steady in Q4 2021 at 11 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1972.

Carroll Financial Associates first reported a position in XMHQ in Q3 2021 and has held it in 2 quarters since. 70 funds tracked by Wall St. Rank hold XMHQ as of Q4 2021.

  • Carroll Financial Associates held 11 shares of Invesco S&P MidCap Quality ETF worth $0 as of Q4 2021.
  • Carroll Financial Associates left its Invesco S&P MidCap Quality ETF share count unchanged in Q4 2021.
  • Invesco S&P MidCap Quality ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1972 holding.
  • Carroll Financial Associates first reported a position in Invesco S&P MidCap Quality ETF in Q3 2021 and has held it in 2 quarters since.
  • 70 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.