SFG Wealth Management’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

SFG Wealth Management’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	–	Sell	-12,435	Closed	-$1.28M	–	106
2024 Q3	$1.28M	Sell	12,435 -604	-5%	-$59.8K	0.68%	26
2024 Q2	$1.27M	Sell	13,039 -4,258	-25%	-$446K	0.72%	27
2024 Q1	$1.9M	Buy	+17,297	New	+$1.69M	1.13%	17
2023 Q4	–	Sell	-7,828	Closed	-$630K	–	102
2023 Q3	$630K	Buy	+7,828	New	+$643K	0.5%	37

Other funds holding XMHQ

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 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

SFG Wealth Management's XMHQ Position: Q4 2024 in Review

SFG Wealth Management sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q4 2024, closing a stake of 12,435 shares — an estimated $1.28M sold.

SFG Wealth Management first reported a position in XMHQ in Q3 2023 and held it in 4 quarters. The position peaked at $1.9M in Q1 2024. 402 funds tracked by Wall St. Rank hold XMHQ as of Q4 2024.

SFG Wealth Management reported no remaining Invesco S&P MidCap Quality ETF position as of Q4 2024 after selling out during the quarter.
SFG Wealth Management sold 12,435 Invesco S&P MidCap Quality ETF shares in Q4 2024, an estimated $1.28M.
SFG Wealth Management first reported a position in Invesco S&P MidCap Quality ETF in Q3 2023 and held it in 4 quarters.
SFG Wealth Management's Invesco S&P MidCap Quality ETF position peaked at $1.9M in Q1 2024.
402 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q4 2024.

Based on SFG Wealth Management's 13F filing for Q4 2024, filed 16 Jan 2025.