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Loring Wolcott & Coolidge Fiduciary Advisors’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 		– Sell
-210
Closed -$21.3K – 582
2024
Q3 		$21.3K Buy
+210
New +$20.8K ﹤0.01% 452

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

Loring Wolcott & Coolidge Fiduciary Advisors's XMHQ Position: Q4 2024 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q4 2024, closing a stake of 210 shares — an estimated $21.3K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in XMHQ in Q3 2024 and held it in 1 quarter. The position peaked at $21.3K in Q3 2024. 403 funds tracked by Wall St. Rank hold XMHQ as of Q4 2024.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Invesco S&P MidCap Quality ETF position as of Q4 2024 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 210 Invesco S&P MidCap Quality ETF shares in Q4 2024, an estimated $21.3K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q3 2024 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Invesco S&P MidCap Quality ETF position peaked at $21.3K in Q3 2024.
  • 403 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q4 2024.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.