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

Plan Group Financial’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
2022 Q2	$592K	Buy	+9,328	New	+$648K	1.02%	26

Other funds holding XMHQ

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

GVAG

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

GLA

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

CAN

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Plan Group Financial's XMHQ Position: Q2 2022 in Review

Plan Group Financial opened a new position in Invesco S&P MidCap Quality ETF (XMHQ) in Q2 2022: 9,328 shares worth $592K. The stake represents 1.02% of the portfolio and ranks #26 among its holdings.

78 funds tracked by Wall St. Rank hold XMHQ as of Q2 2022.

Plan Group Financial held 9,328 shares of Invesco S&P MidCap Quality ETF worth $592K as of Q2 2022.
Invesco S&P MidCap Quality ETF was a new Plan Group Financial position in Q2 2022.
Invesco S&P MidCap Quality ETF made up 1.02% of Plan Group Financial's portfolio in Q2 2022, its #26 holding.
78 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2022.

Based on Plan Group Financial's 13F filing for Q2 2022, filed 12 Aug 2022.