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Johnson Financial Group Inc (Wisconsin)’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
-143
Closed -$14.7K – 1004
2024
Q3 		$14.7K Buy
+143
New +$14.2K ﹤0.01% 631

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Northwestern Mutual Wealth Management
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Ameriprise
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Stifel Financial
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Commonwealth Equity Services
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BEI
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Thrivent Financial for Lutherans
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AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s XMHQ Position: Q4 2024 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q4 2024, closing a stake of 143 shares — an estimated $14.7K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in XMHQ in Q3 2024 and held it in 1 quarter. The position peaked at $14.7K in Q3 2024. 402 funds tracked by Wall St. Rank hold XMHQ as of Q4 2024.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Invesco S&P MidCap Quality ETF position as of Q4 2024 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 143 Invesco S&P MidCap Quality ETF shares in Q4 2024, an estimated $14.7K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Invesco S&P MidCap Quality ETF in Q3 2024 and held it in 1 quarter.
  • Johnson Financial Group Inc (Wisconsin)'s Invesco S&P MidCap Quality ETF position peaked at $14.7K in Q3 2024.
  • 402 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q4 2024.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2024, filed 14 Feb 2025.