Householder Group Estate & Retirement Specialist’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Householder Group Estate & Retirement Specialist’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	-1,286	Closed	-$131K	–	1251
2024 Q3	$131K	Buy	1,286 +30	+2%	+$2.97K	0.04%	317
2024 Q2	$121K	Buy	1,256 +503	+67%	+$52.7K	0.03%	317
2024 Q1	$82.9K	Hold	753	–	–	0.02%	383
2023 Q4	$66K	Buy	+753	New	+$61.9K	0.02%	411

Other funds holding XMHQ

LPL Financial San Diego, California $377B AUM 19.32% 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

Householder Group Estate & Retirement Specialist's XMHQ Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q4 2024, closing a stake of 1,286 shares — an estimated $131K sold.

Householder Group Estate & Retirement Specialist first reported a position in XMHQ in Q4 2023 and held it in 4 quarters. The position peaked at $131K in Q3 2024. 402 funds tracked by Wall St. Rank hold XMHQ as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Invesco S&P MidCap Quality ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 1,286 Invesco S&P MidCap Quality ETF shares in Q4 2024, an estimated $131K.
Householder Group Estate & Retirement Specialist first reported a position in Invesco S&P MidCap Quality ETF in Q4 2023 and held it in 4 quarters.
Householder Group Estate & Retirement Specialist's Invesco S&P MidCap Quality ETF position peaked at $131K in Q3 2024.
402 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.