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ORG Partners’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

ORG Partners’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
Q1 		– Sell
-61
Closed -$5.41K – 1144
2023
Q4 		$5.41K Buy
+61
New +$5.01K ﹤0.01% 837

Other funds holding XMHQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

ORG Partners's XMHQ Position: Q1 2024 in Review

ORG Partners sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q1 2024, closing a stake of 61 shares — an estimated $5.41K sold.

ORG Partners first reported a position in XMHQ in Q4 2023 and held it in 1 quarter. The position peaked at $5.41K in Q4 2023. 287 funds tracked by Wall St. Rank hold XMHQ as of Q1 2024.

  • ORG Partners reported no remaining Invesco S&P MidCap Quality ETF position as of Q1 2024 after selling out during the quarter.
  • ORG Partners sold 61 Invesco S&P MidCap Quality ETF shares in Q1 2024, an estimated $5.41K.
  • ORG Partners first reported a position in Invesco S&P MidCap Quality ETF in Q4 2023 and held it in 1 quarter.
  • ORG Partners's Invesco S&P MidCap Quality ETF position peaked at $5.41K in Q4 2023.
  • 287 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2024.

Based on ORG Partners's 13F filing for Q1 2024, filed 6 May 2024.