Kistler-Tiffany Companies’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Kistler-Tiffany Companies’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 Q2	$1.14M	Sell	14,073 -712	-5%	-$53.2K	0.18%	105
2023 Q1	$1.09M	Buy	14,785 +34	+0.2%	+$2.48K	0.21%	91
2022 Q4	$1.02M	Buy	14,751 +5,860	+66%	+$408K	0.21%	89
2022 Q3	$554K	Hold	8,891	–	–	0.13%	117
2022 Q2	$565K	Buy	8,891 +740	+9%	+$51.4K	0.12%	114
2022 Q1	$616K	Buy	8,151 +8,071	+10,089%	+$616K	0.12%	119
2021 Q4	$6K	Hold	80	–	–	﹤0.01%	640
2021 Q3	$6K	Sell	80 -50	-38%	-$3.87K	﹤0.01%	637
2021 Q2	$10K	Buy	+130	New	+$10.1K	﹤0.01%	567

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

BFEC

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

CIM

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

RJFSA

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

CPA

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

Kistler-Tiffany Companies's XMHQ Position: Q2 2023 in Review

Kistler-Tiffany Companies reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 4.8% in Q2 2023, selling an estimated $53.2K and leaving 14,073 shares worth $1.14M. The position accounts for 0.18% of the portfolio, ranked #105.

Kistler-Tiffany Companies first reported a position in XMHQ in Q2 2021 and has held it in 9 quarters since. 125 funds tracked by Wall St. Rank hold XMHQ as of Q2 2023.

Kistler-Tiffany Companies held 14,073 shares of Invesco S&P MidCap Quality ETF worth $1.14M as of Q2 2023.
Kistler-Tiffany Companies sold 712 Invesco S&P MidCap Quality ETF shares in Q2 2023, an estimated $53.2K.
Invesco S&P MidCap Quality ETF made up 0.18% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #105 holding.
Kistler-Tiffany Companies first reported a position in Invesco S&P MidCap Quality ETF in Q2 2021 and has held it in 9 quarters since.
125 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.