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Cary Street Partners Investment Advisory’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Cary Street Partners Investment Advisory’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
2024
Q4 		– Sell
-3,637
Closed -$373K – 793
2024
Q3 		$373K Buy
+3,637
New +$360K 0.01% 561

Other funds holding XMHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Cary Street Partners Investment Advisory's XMHQ Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q4 2024, closing a stake of 3,637 shares — an estimated $373K sold.

Cary Street Partners Investment Advisory first reported a position in XMHQ in Q3 2024 and held it in 1 quarter. The position peaked at $373K in Q3 2024. 403 funds tracked by Wall St. Rank hold XMHQ as of Q4 2024.

  • Cary Street Partners Investment Advisory reported no remaining Invesco S&P MidCap Quality ETF position as of Q4 2024 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 3,637 Invesco S&P MidCap Quality ETF shares in Q4 2024, an estimated $373K.
  • Cary Street Partners Investment Advisory first reported a position in Invesco S&P MidCap Quality ETF in Q3 2024 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's Invesco S&P MidCap Quality ETF position peaked at $373K in Q3 2024.
  • 403 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.