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Fortis Capital Advisors’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Fortis Capital Advisors’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
2025
Q1 		– Sell
-18,604
Closed -$1.88M – 297
2024
Q4 		$1.88M Sell
18,604
-787
-4% -$81.5K 0.64% 25
2024
Q3 		$1.99M Buy
19,391
+2,222
+13% +$220K 0.67% 25
2024
Q2 		$1.67M Buy
+17,169
New +$1.8M 0.6% 24

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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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
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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Fortis Capital Advisors's XMHQ Position: Q1 2025 in Review

Fortis Capital Advisors sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q1 2025, closing a stake of 18,604 shares — an estimated $1.88M sold.

Fortis Capital Advisors first reported a position in XMHQ in Q2 2024 and held it in 3 quarters. The position peaked at $1.99M in Q3 2024. 403 funds tracked by Wall St. Rank hold XMHQ as of Q1 2025.

  • Fortis Capital Advisors reported no remaining Invesco S&P MidCap Quality ETF position as of Q1 2025 after selling out during the quarter.
  • Fortis Capital Advisors sold 18,604 Invesco S&P MidCap Quality ETF shares in Q1 2025, an estimated $1.88M.
  • Fortis Capital Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q2 2024 and held it in 3 quarters.
  • Fortis Capital Advisors's Invesco S&P MidCap Quality ETF position peaked at $1.99M in Q3 2024.
  • 403 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2025.

Based on Fortis Capital Advisors's 13F filing for Q1 2025, filed 20 May 2025.