Next Financial Group’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Next Financial Group’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
2021 Q4	$45K	Hold	565	–	–	﹤0.01%	1517
2021 Q3	$43K	Buy	565 +23	+4%	+$1.78K	﹤0.01%	1481
2021 Q2	$42K	Hold	542	–	–	﹤0.01%	1471
2021 Q1	$41K	Hold	542	–	–	﹤0.01%	1361
2020 Q4	$36K	Hold	542	–	–	﹤0.01%	1317
2020 Q3	$30K	Buy	+542	New	+$29.9K	﹤0.01%	1278
2020 Q2	–	Sell	-326	Closed	-$13K	–	1907
2020 Q1	$13K	Hold	326	–	–	﹤0.01%	1448
2019 Q4	$18K	Hold	326	–	–	﹤0.01%	1570
2019 Q3	$16K	Hold	326	–	–	﹤0.01%	1537
2019 Q2	$16K	Buy	+326	New	+$16.1K	﹤0.01%	1552

Other funds holding XMHQ

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Next Financial Group's XMHQ Position: Q4 2021 in Review

Next Financial Group held its Invesco S&P MidCap Quality ETF (XMHQ) position steady in Q4 2021 at 565 shares worth $45K. The position accounts for ﹤0.01% of the portfolio, ranked #1517.

Next Financial Group first reported a position in XMHQ in Q2 2019 and has held it in 10 quarters since. 70 funds tracked by Wall St. Rank hold XMHQ as of Q4 2021.

Next Financial Group held 565 shares of Invesco S&P MidCap Quality ETF worth $45K as of Q4 2021.
Next Financial Group left its Invesco S&P MidCap Quality ETF share count unchanged in Q4 2021.
Invesco S&P MidCap Quality ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1517 holding.
Next Financial Group first reported a position in Invesco S&P MidCap Quality ETF in Q2 2019 and has held it in 10 quarters since.
70 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.