Ladenburg Thalmann Financial Services’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$97K	Buy	1,800 +1,450	+414%	+$74.8K	﹤0.01%	3027
2019 Q3	$17K	Hold	350	–	–	﹤0.01%	4140
2019 Q2	$17K	Hold	350	–	–	﹤0.01%	4166
2019 Q1	$17K	Hold	350	–	–	﹤0.01%	4114
2018 Q4	$15K	Hold	350	–	–	﹤0.01%	4048
2018 Q3	$18K	Buy	+350	New	+$17.6K	﹤0.01%	3982

Other funds holding XMHQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UWPG

Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services's XMHQ Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 414% in Q4 2019, buying an estimated $74.8K and bringing the position to 1,800 shares worth $97K. The position accounts for ﹤0.01% of the portfolio, ranked #3027.

Ladenburg Thalmann Financial Services first reported a position in XMHQ in Q3 2018 and has held it in 6 quarters since. 22 funds tracked by Wall St. Rank hold XMHQ as of Q4 2019.

Ladenburg Thalmann Financial Services held 1,800 shares of Invesco S&P MidCap Quality ETF worth $97K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 1,450 Invesco S&P MidCap Quality ETF shares in Q4 2019, an estimated $74.8K.
Invesco S&P MidCap Quality ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3027 holding.
Ladenburg Thalmann Financial Services first reported a position in Invesco S&P MidCap Quality ETF in Q3 2018 and has held it in 6 quarters since.
22 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.