J2 Capital Management’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

J2 Capital 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
2023 Q3	$626K	Buy	+7,778	New	+$639K	0.79%	27

Other funds holding XMHQ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CPA

Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return

J2 Capital Management's XMHQ Position: Q3 2023 in Review

J2 Capital Management opened a new position in Invesco S&P MidCap Quality ETF (XMHQ) in Q3 2023: 7,778 shares worth $626K. The stake represents 0.79% of the portfolio and ranks #27 among its holdings.

157 funds tracked by Wall St. Rank hold XMHQ as of Q3 2023.

J2 Capital Management held 7,778 shares of Invesco S&P MidCap Quality ETF worth $626K as of Q3 2023.
Invesco S&P MidCap Quality ETF was a new J2 Capital Management position in Q3 2023.
Invesco S&P MidCap Quality ETF made up 0.79% of J2 Capital Management's portfolio in Q3 2023, its #27 holding.
157 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q3 2023.

Based on J2 Capital Management's 13F filing for Q3 2023, filed 11 Oct 2023.