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Marshall & Sterling Wealth Advisors’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Marshall & Sterling Wealth 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
2025
Q1 		– Sell
-264
Closed -$25.9K – 667
2024
Q4 		$25.9K Buy
+264
New +$27.3K 0.02% 176

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's XMHQ Position: Q1 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q1 2025, closing a stake of 264 shares — an estimated $25.9K sold.

Marshall & Sterling Wealth Advisors first reported a position in XMHQ in Q4 2024 and held it in 1 quarter. The position peaked at $25.9K in Q4 2024. 401 funds tracked by Wall St. Rank hold XMHQ as of Q1 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Invesco S&P MidCap Quality ETF position as of Q1 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 264 Invesco S&P MidCap Quality ETF shares in Q1 2025, an estimated $25.9K.
  • Marshall & Sterling Wealth Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q4 2024 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's Invesco S&P MidCap Quality ETF position peaked at $25.9K in Q4 2024.
  • 401 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.