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Plante Moran Financial Advisors’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Plante Moran Financial 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
Q3 		– Sell
-6
Closed -$582 – 925
2024
Q2 		$582 Buy
+6
New +$629 ﹤0.01% 740

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
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
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

Plante Moran Financial Advisors's XMHQ Position: Q3 2024 in Review

Plante Moran Financial Advisors sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q3 2024, closing a stake of 6 shares — an estimated $582 sold.

Plante Moran Financial Advisors first reported a position in XMHQ in Q2 2024 and held it in 1 quarter. The position peaked at $582 in Q2 2024. 345 funds tracked by Wall St. Rank hold XMHQ as of Q3 2024.

  • Plante Moran Financial Advisors reported no remaining Invesco S&P MidCap Quality ETF position as of Q3 2024 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 6 Invesco S&P MidCap Quality ETF shares in Q3 2024, an estimated $582.
  • Plante Moran Financial Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q2 2024 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Invesco S&P MidCap Quality ETF position peaked at $582 in Q2 2024.
  • 345 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q3 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.