Financial Advocates Investment Management’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Financial Advocates Investment 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 Q4	–	Sell	-11,753	Closed	-$1.21M	–	822
2024 Q3	$1.21M	Sell	11,753 -4,884	-29%	-$484K	0.07%	265
2024 Q2	$1.61M	Buy	+16,637	New	+$1.74M	0.1%	201
2023 Q4	–	Sell	-2,780	Closed	-$224K	–	788
2023 Q3	$224K	Sell	2,780 -5	-0.2%	-$411	0.02%	621
2023 Q2	$225K	Sell	2,785 -146	-5%	-$10.9K	0.02%	610
2023 Q1	$215K	Buy	+2,931	New	+$214K	0.02%	663
2022 Q1	–	Sell	-2,864	Closed	-$230K	–	828
2021 Q4	$230K	Buy	2,864 +141	+5%	+$11.2K	0.01%	692
2021 Q3	$207K	Buy	+2,723	New	+$211K	0.01%	701

Other funds holding XMHQ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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 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

Financial Advocates Investment Management's XMHQ Position: Q4 2024 in Review

Financial Advocates Investment Management sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q4 2024, closing a stake of 11,753 shares — an estimated $1.21M sold.

Financial Advocates Investment Management first reported a position in XMHQ in Q3 2021 and held it in 7 quarters. The position peaked at $1.61M in Q2 2024. 404 funds tracked by Wall St. Rank hold XMHQ as of Q4 2024.

Financial Advocates Investment Management reported no remaining Invesco S&P MidCap Quality ETF position as of Q4 2024 after selling out during the quarter.
Financial Advocates Investment Management sold 11,753 Invesco S&P MidCap Quality ETF shares in Q4 2024, an estimated $1.21M.
Financial Advocates Investment Management first reported a position in Invesco S&P MidCap Quality ETF in Q3 2021 and held it in 7 quarters.
Financial Advocates Investment Management's Invesco S&P MidCap Quality ETF position peaked at $1.61M in Q2 2024.
404 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q4 2024.

Based on Financial Advocates Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.