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Laurel Wealth Advisors (California)’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q1 		– Sell
-12,241
Closed -$982K – 816
2021
Q4 		$982K Buy
12,241
+2,234
+22% +$178K 0.08% 265
2021
Q3 		$760K Buy
10,007
+3,426
+52% +$265K 0.14% 174
2021
Q2 		$509K Buy
6,581
+2,395
+57% +$187K 0.07% 272
2021
Q1 		$319K Buy
+4,186
New +$306K 0.05% 344

Other funds holding XMHQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Laurel Wealth Advisors (California)'s XMHQ Position: Q1 2022 in Review

Laurel Wealth Advisors (California) sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q1 2022, closing a stake of 12,241 shares — an estimated $982K sold.

Laurel Wealth Advisors (California) first reported a position in XMHQ in Q1 2021 and held it in 4 quarters. The position peaked at $982K in Q4 2021. 75 funds tracked by Wall St. Rank hold XMHQ as of Q1 2022.

  • Laurel Wealth Advisors (California) reported no remaining Invesco S&P MidCap Quality ETF position as of Q1 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 12,241 Invesco S&P MidCap Quality ETF shares in Q1 2022, an estimated $982K.
  • Laurel Wealth Advisors (California) first reported a position in Invesco S&P MidCap Quality ETF in Q1 2021 and held it in 4 quarters.
  • Laurel Wealth Advisors (California)'s Invesco S&P MidCap Quality ETF position peaked at $982K in Q4 2021.
  • 75 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q1 2022, filed 13 May 2022.