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

Private Portfolio 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
Q4 		$1.34M Buy
13,616
+2,174
+19% +$225K 0.25% 70
2024
Q3 		$1.17M Buy
11,442
+1,798
+19% +$178K 0.22% 79
2024
Q2 		$936K Buy
9,644
+2,405
+33% +$252K 0.76% 36
2024
Q1 		$797K Buy
+7,239
New +$709K 0.17% 106

Other funds holding XMHQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
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
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

Private Portfolio Partners's XMHQ Position: Q4 2024 in Review

Private Portfolio Partners increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 19% in Q4 2024, buying an estimated $225K and bringing the position to 13,616 shares worth $1.34M. The position accounts for 0.25% of the portfolio, ranked #70.

Private Portfolio Partners first reported a position in XMHQ in Q1 2024 and has held it in 4 quarters since. 402 funds tracked by Wall St. Rank hold XMHQ as of Q4 2024.

  • Private Portfolio Partners held 13,616 shares of Invesco S&P MidCap Quality ETF worth $1.34M as of Q4 2024.
  • Private Portfolio Partners bought 2,174 Invesco S&P MidCap Quality ETF shares in Q4 2024, an estimated $225K.
  • Invesco S&P MidCap Quality ETF made up 0.25% of Private Portfolio Partners's portfolio in Q4 2024, its #70 holding.
  • Private Portfolio Partners first reported a position in Invesco S&P MidCap Quality ETF in Q1 2024 and has held it in 4 quarters since.
  • 402 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.