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Institute for Wealth Management’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Institute for Wealth 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
2020
Q1 		– Sell
-315
Closed -$17K – 688
2019
Q4 		$17K Buy
+315
New +$16.3K ﹤0.01% 575

Other funds holding XMHQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return

Institute for Wealth Management's XMHQ Position: Q1 2020 in Review

Institute for Wealth Management sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q1 2020, closing a stake of 315 shares — an estimated $17K sold.

Institute for Wealth Management first reported a position in XMHQ in Q4 2019 and held it in 1 quarter. The position peaked at $17K in Q4 2019. 21 funds tracked by Wall St. Rank hold XMHQ as of Q1 2020.

  • Institute for Wealth Management reported no remaining Invesco S&P MidCap Quality ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 315 Invesco S&P MidCap Quality ETF shares in Q1 2020, an estimated $17K.
  • Institute for Wealth Management first reported a position in Invesco S&P MidCap Quality ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's Invesco S&P MidCap Quality ETF position peaked at $17K in Q4 2019.
  • 21 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.