Raymond James Trust’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Raymond James Trust’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	$226K	Buy	+2,204	New	+$218K	﹤0.01%	1190

Other funds holding XMHQ

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

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

Raymond James Trust's XMHQ Position: Q3 2024 in Review

Raymond James Trust opened a new position in Invesco S&P MidCap Quality ETF (XMHQ) in Q3 2024: 2,204 shares worth $226K. The stake represents ﹤0.01% of the portfolio and ranks #1190 among its holdings.

345 funds tracked by Wall St. Rank hold XMHQ as of Q3 2024.

Raymond James Trust held 2,204 shares of Invesco S&P MidCap Quality ETF worth $226K as of Q3 2024.
Invesco S&P MidCap Quality ETF was a new Raymond James Trust position in Q3 2024.
Invesco S&P MidCap Quality ETF made up ﹤0.01% of Raymond James Trust's portfolio in Q3 2024, its #1190 holding.
345 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.