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

Fortis Group 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
-5,585
Closed -$550K – 542
2024
Q4 		$550K Sell
5,585
-1,703
-23% -$176K 0.1% 124
2024
Q3 		$748K Buy
7,288
+732
+11% +$72.5K 0.14% 106
2024
Q2 		$636K Buy
6,556
+340
+5% +$35.6K 0.13% 105
2024
Q1 		$684K Buy
+6,216
New +$609K 0.13% 110
2020
Q3 		$256K Buy
+4,700
New +$259K 0.05% 162

Other funds holding XMHQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 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 $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Fortis Group Advisors sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q1 2025, closing a stake of 5,585 shares — an estimated $550K sold.

Fortis Group Advisors first reported a position in XMHQ in Q3 2020 and held it in 5 quarters. The position peaked at $748K in Q3 2024. 401 funds tracked by Wall St. Rank hold XMHQ as of Q1 2025.

  • Fortis Group Advisors reported no remaining Invesco S&P MidCap Quality ETF position as of Q1 2025 after selling out during the quarter.
  • Fortis Group Advisors sold 5,585 Invesco S&P MidCap Quality ETF shares in Q1 2025, an estimated $550K.
  • Fortis Group Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q3 2020 and held it in 5 quarters.
  • Fortis Group Advisors's Invesco S&P MidCap Quality ETF position peaked at $748K in Q3 2024.
  • 401 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2025.

Based on Fortis Group Advisors's 13F filing for Q1 2025, filed 2 May 2025.