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Lake Street Advisors Group’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Lake Street Advisors Group’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 		$400K Buy
4,063
+285
+8% +$29.5K 0.02% 374
2024
Q3 		$388K Buy
+3,778
New +$374K 0.02% 386

Other funds holding XMHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Lake Street Advisors Group's XMHQ Position: Q4 2024 in Review

Lake Street Advisors Group increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 7.5% in Q4 2024, buying an estimated $29.5K and bringing the position to 4,063 shares worth $400K. The position accounts for 0.02% of the portfolio, ranked #374.

Lake Street Advisors Group first reported a position in XMHQ in Q3 2024 and has held it in 2 quarters since. 403 funds tracked by Wall St. Rank hold XMHQ as of Q4 2024.

  • Lake Street Advisors Group held 4,063 shares of Invesco S&P MidCap Quality ETF worth $400K as of Q4 2024.
  • Lake Street Advisors Group bought 285 Invesco S&P MidCap Quality ETF shares in Q4 2024, an estimated $29.5K.
  • Invesco S&P MidCap Quality ETF made up 0.02% of Lake Street Advisors Group's portfolio in Q4 2024, its #374 holding.
  • Lake Street Advisors Group first reported a position in Invesco S&P MidCap Quality ETF in Q3 2024 and has held it in 2 quarters since.
  • 403 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.