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Legacy Capital Group California’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Legacy Capital Group 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
2024
Q3 		– Sell
-2,690
Closed -$261K – 356
2024
Q2 		$261K Buy
+2,690
New +$282K 0.09% 254
2023
Q4 		– Sell
-4,045
Closed -$326K – 320
2023
Q3 		$326K Buy
+4,045
New +$332K 0.14% 196

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
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
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

Legacy Capital Group California's XMHQ Position: Q3 2024 in Review

Legacy Capital Group California sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q3 2024, closing a stake of 2,690 shares — an estimated $261K sold.

Legacy Capital Group California first reported a position in XMHQ in Q3 2023 and held it in 2 quarters. The position peaked at $326K in Q3 2023. 345 funds tracked by Wall St. Rank hold XMHQ as of Q3 2024.

  • Legacy Capital Group California reported no remaining Invesco S&P MidCap Quality ETF position as of Q3 2024 after selling out during the quarter.
  • Legacy Capital Group California sold 2,690 Invesco S&P MidCap Quality ETF shares in Q3 2024, an estimated $261K.
  • Legacy Capital Group California first reported a position in Invesco S&P MidCap Quality ETF in Q3 2023 and held it in 2 quarters.
  • Legacy Capital Group California's Invesco S&P MidCap Quality ETF position peaked at $326K in Q3 2023.
  • 345 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q3 2024.

Based on Legacy Capital Group California's 13F filing for Q3 2024, filed 23 Oct 2024.