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Sage Mountain Advisors’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Sage Mountain 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
Q2 		– Sell
-469
Closed -$51.6K – 450
2024
Q1 		$51.6K Buy
+469
New +$45.9K 0.01% 361

Other funds holding XMHQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 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
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Sage Mountain Advisors's XMHQ Position: Q2 2024 in Review

Sage Mountain Advisors sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q2 2024, closing a stake of 469 shares — an estimated $51.6K sold.

Sage Mountain Advisors first reported a position in XMHQ in Q1 2024 and held it in 1 quarter. The position peaked at $51.6K in Q1 2024. 311 funds tracked by Wall St. Rank hold XMHQ as of Q2 2024.

  • Sage Mountain Advisors reported no remaining Invesco S&P MidCap Quality ETF position as of Q2 2024 after selling out during the quarter.
  • Sage Mountain Advisors sold 469 Invesco S&P MidCap Quality ETF shares in Q2 2024, an estimated $51.6K.
  • Sage Mountain Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q1 2024 and held it in 1 quarter.
  • Sage Mountain Advisors's Invesco S&P MidCap Quality ETF position peaked at $51.6K in Q1 2024.
  • 311 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2024.

Based on Sage Mountain Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.