CAN
XMHQ icon

Cetera Advisor Networks’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Cetera Advisor Networks’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
Q1 		$20M Buy
181,401
+34,861
+24% +$3.41M 0.1% 230
2023
Q4 		$13M Buy
146,540
+61,617
+73% +$5.06M 0.07% 287
2023
Q3 		$6.84M Buy
84,923
+14,919
+21% +$1.23M 0.04% 413
2023
Q2 		$5.65M Sell
70,004
-18,806
-21% -$1.41M 0.04% 446
2023
Q1 		$6.52M Buy
88,810
+11,185
+14% +$818K 0.05% 385
2022
Q4 		$5.36M Buy
77,625
+2,246
+3% +$157K 0.04% 442
2022
Q3 		$4.7M Buy
75,379
+6,977
+10% +$473K 0.06% 336
2022
Q2 		$4.35M Buy
68,402
+3,623
+6% +$252K 0.06% 353
2022
Q1 		$4.89M Buy
64,779
+13,770
+27% +$1.05M 0.06% 320
2021
Q4 		$4.09M Buy
51,009
+18,607
+57% +$1.48M 0.05% 357
2021
Q3 		$2.46M Buy
32,402
+5,007
+18% +$387K 0.03% 482
2021
Q2 		$2.12M Buy
27,395
+11,321
+70% +$882K 0.03% 520
2021
Q1 		$1.22M Buy
16,074
+1,539
+11% +$112K 0.03% 514
2020
Q4 		$974K Sell
14,535
-298
-2% -$18.4K 0.02% 543
2020
Q3 		$811K Hold
14,833
– – 0.02% 543
2020
Q2 		$783K Hold
14,833
– – 0.02% 537
2020
Q1 		$612K Sell
14,833
-430
-3% -$21.4K 0.02% 555
2019
Q4 		$819K Hold
15,263
– – 0.02% 559
2019
Q3 		$759K Hold
15,263
– – 0.02% 548
2019
Q2 		$759K Sell
15,263
-200
-1% -$9.9K 0.02% 546
2019
Q1 		$767K Hold
15,463
– – 0.02% 524
2018
Q4 		$661K Hold
15,463
– – 0.03% 494
2018
Q3 		$790K Buy
15,463
+5,063
+49% +$255K 0.03% 487
2018
Q2 		$512K Buy
+10,400
New +$501K 0.03% 467

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Cetera Advisor Networks's XMHQ Position: Q1 2024 in Review

Cetera Advisor Networks increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 24% in Q1 2024, buying an estimated $3.41M and bringing the position to 181,401 shares worth $20M. The position accounts for 0.1% of the portfolio, ranked #230.

Cetera Advisor Networks first reported a position in XMHQ in Q2 2018 and has held it in 24 quarters since. 287 funds tracked by Wall St. Rank hold XMHQ as of Q1 2024.

  • Cetera Advisor Networks held 181,401 shares of Invesco S&P MidCap Quality ETF worth $20M as of Q1 2024.
  • Cetera Advisor Networks bought 34,861 Invesco S&P MidCap Quality ETF shares in Q1 2024, an estimated $3.41M.
  • Invesco S&P MidCap Quality ETF made up 0.1% of Cetera Advisor Networks's portfolio in Q1 2024, its #230 holding.
  • Cetera Advisor Networks first reported a position in Invesco S&P MidCap Quality ETF in Q2 2018 and has held it in 24 quarters since.
  • 287 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.