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

Eudaimonia 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
2024
Q1 		$1.85M Buy
16,823
+1,726
+11% +$169K 0.44% 50
2023
Q4 		$1.34M Buy
15,097
+1,728
+13% +$142K 0.35% 61
2023
Q3 		$1.08M Sell
13,369
-410
-3% -$33.7K 0.26% 86
2023
Q2 		$1.11M Buy
+13,779
New +$1.03M 0.25% 99

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

Eudaimonia Partners's XMHQ Position: Q1 2024 in Review

Eudaimonia Partners increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 11% in Q1 2024, buying an estimated $169K and bringing the position to 16,823 shares worth $1.85M. The position accounts for 0.44% of the portfolio, ranked #50.

Eudaimonia Partners first reported a position in XMHQ in Q2 2023 and has held it in 4 quarters since. 287 funds tracked by Wall St. Rank hold XMHQ as of Q1 2024.

  • Eudaimonia Partners held 16,823 shares of Invesco S&P MidCap Quality ETF worth $1.85M as of Q1 2024.
  • Eudaimonia Partners bought 1,726 Invesco S&P MidCap Quality ETF shares in Q1 2024, an estimated $169K.
  • Invesco S&P MidCap Quality ETF made up 0.44% of Eudaimonia Partners's portfolio in Q1 2024, its #50 holding.
  • Eudaimonia Partners first reported a position in Invesco S&P MidCap Quality ETF in Q2 2023 and has held it in 4 quarters since.
  • 287 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2024.

Based on Eudaimonia Partners's 13F filing for Q1 2024, filed 25 Apr 2024.