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Glassman Wealth Services’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Glassman Wealth Services’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
-635
Closed -$65.1K – 200
2024
Q3 		$65.1K Buy
635
+47
+8% +$4.66K 0.01% 99
2024
Q2 		$57.1K Buy
588
+78
+15% +$8.18K 0.01% 106
2024
Q1 		$56.1K Buy
+510
New +$49.9K 0.01% 112
2018
Q4 		– Sell
-2,219
Closed -$113K – 1002
2018
Q3 		$113K Hold
2,219
– – 0.05% 147
2018
Q2 		$109K Buy
+2,219
New +$107K 0.05% 130

Other funds holding XMHQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
Thrivent Financial for Lutherans
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

Glassman Wealth Services's XMHQ Position: Q4 2024 in Review

Glassman Wealth Services sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q4 2024, closing a stake of 635 shares — an estimated $65.1K sold.

Glassman Wealth Services first reported a position in XMHQ in Q2 2018 and held it in 5 quarters. The position peaked at $113K in Q3 2018. 402 funds tracked by Wall St. Rank hold XMHQ as of Q4 2024.

  • Glassman Wealth Services reported no remaining Invesco S&P MidCap Quality ETF position as of Q4 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 635 Invesco S&P MidCap Quality ETF shares in Q4 2024, an estimated $65.1K.
  • Glassman Wealth Services first reported a position in Invesco S&P MidCap Quality ETF in Q2 2018 and held it in 5 quarters.
  • Glassman Wealth Services's Invesco S&P MidCap Quality ETF position peaked at $113K in Q3 2018.
  • 402 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q4 2024.

Based on Glassman Wealth Services's 13F filing for Q4 2024, filed 5 Feb 2025.