LFAS
XMHQ icon

Level Four Advisory Services’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Level Four Advisory 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
2026
Q1 		$1.41M Sell
13,638
-51,307
-79% -$5.44M 0.05% 355
2025
Q4 		$6.65M Sell
64,945
-485
-0.7% -$50K 0.22% 121
2025
Q3 		$6.87M Sell
65,430
-7,462
-10% -$768K 0.24% 109
2025
Q2 		$7.16M Sell
72,892
-14,708
-17% -$1.39M 0.26% 99
2025
Q1 		$8.02M Sell
87,600
-957
-1% -$93.3K 0.33% 72
2024
Q4 		$8.72M Buy
88,557
+5,574
+7% +$577K 0.36% 62
2024
Q3 		$8.2M Buy
82,983
+9,448
+13% +$936K 0.35% 58
2024
Q2 		$7.14M Buy
73,535
+53,250
+263% +$5.58M 0.32% 67
2024
Q1 		$1.8M Hold
20,285
– – 0.1% 223
2023
Q4 		$1.8M Buy
+20,285
New +$1.67M 0.1% 218
2021
Q3 		– Sell
-25,895
Closed -$2M – 662
2021
Q2 		$2M Buy
+25,895
New +$2.02M 0.14% 169

Other funds holding XMHQ

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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 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 $431B AUM 30.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return