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Dechtman Wealth Management’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Dechtman Wealth Management’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
Q3 		– Sell
-19,985
Closed -$1.94M – 66
2024
Q2 		$1.94M Buy
+19,985
New +$2.1M 0.43% 16

Other funds holding XMHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

Dechtman Wealth Management's XMHQ Position: Q3 2024 in Review

Dechtman Wealth Management sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q3 2024, closing a stake of 19,985 shares — an estimated $1.94M sold.

Dechtman Wealth Management first reported a position in XMHQ in Q2 2024 and held it in 1 quarter. The position peaked at $1.94M in Q2 2024. 345 funds tracked by Wall St. Rank hold XMHQ as of Q3 2024.

  • Dechtman Wealth Management reported no remaining Invesco S&P MidCap Quality ETF position as of Q3 2024 after selling out during the quarter.
  • Dechtman Wealth Management sold 19,985 Invesco S&P MidCap Quality ETF shares in Q3 2024, an estimated $1.94M.
  • Dechtman Wealth Management first reported a position in Invesco S&P MidCap Quality ETF in Q2 2024 and held it in 1 quarter.
  • Dechtman Wealth Management's Invesco S&P MidCap Quality ETF position peaked at $1.94M in Q2 2024.
  • 345 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q3 2024.

Based on Dechtman Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.