RWB
XMHQ icon

RMR Wealth Builders’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

RMR Wealth Builders’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
2021
Q2 		– Sell
-545
Closed -$41K – 726
2021
Q1 		$41K Buy
+545
New +$39.8K 0.01% 394

Other funds holding XMHQ

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

RMR Wealth Builders's XMHQ Position: Q2 2021 in Review

RMR Wealth Builders sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q2 2021, closing a stake of 545 shares — an estimated $41K sold.

RMR Wealth Builders first reported a position in XMHQ in Q1 2021 and held it in 1 quarter. The position peaked at $41K in Q1 2021. 60 funds tracked by Wall St. Rank hold XMHQ as of Q2 2021.

  • RMR Wealth Builders reported no remaining Invesco S&P MidCap Quality ETF position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 545 Invesco S&P MidCap Quality ETF shares in Q2 2021, an estimated $41K.
  • RMR Wealth Builders first reported a position in Invesco S&P MidCap Quality ETF in Q1 2021 and held it in 1 quarter.
  • RMR Wealth Builders's Invesco S&P MidCap Quality ETF position peaked at $41K in Q1 2021.
  • 60 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.