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

Rollins 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
2025
Q1 		– Sell
-9,162
Closed -$902K – 144
2024
Q4 		$902K Sell
9,162
-2,919
-24% -$302K 0.14% 60
2024
Q3 		$1.24M Buy
12,081
+1,736
+17% +$172K 0.21% 52
2024
Q2 		$1M Buy
+10,345
New +$1.08M 0.17% 56

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Rollins Financial Advisors's XMHQ Position: Q1 2025 in Review

Rollins Financial Advisors sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q1 2025, closing a stake of 9,162 shares — an estimated $902K sold.

Rollins Financial Advisors first reported a position in XMHQ in Q2 2024 and held it in 3 quarters. The position peaked at $1.24M in Q3 2024. 401 funds tracked by Wall St. Rank hold XMHQ as of Q1 2025.

  • Rollins Financial Advisors reported no remaining Invesco S&P MidCap Quality ETF position as of Q1 2025 after selling out during the quarter.
  • Rollins Financial Advisors sold 9,162 Invesco S&P MidCap Quality ETF shares in Q1 2025, an estimated $902K.
  • Rollins Financial Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q2 2024 and held it in 3 quarters.
  • Rollins Financial Advisors's Invesco S&P MidCap Quality ETF position peaked at $1.24M in Q3 2024.
  • 401 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2025.

Based on Rollins Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.