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Stonebridge Capital Advisors’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Stonebridge Capital 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
-2,142
Closed -$236K – 230
2024
Q1 		$236K Buy
+2,142
New +$210K 0.02% 199

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

Stonebridge Capital Advisors's XMHQ Position: Q2 2024 in Review

Stonebridge Capital Advisors sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q2 2024, closing a stake of 2,142 shares — an estimated $236K sold.

Stonebridge Capital Advisors first reported a position in XMHQ in Q1 2024 and held it in 1 quarter. The position peaked at $236K in Q1 2024. 311 funds tracked by Wall St. Rank hold XMHQ as of Q2 2024.

  • Stonebridge Capital Advisors reported no remaining Invesco S&P MidCap Quality ETF position as of Q2 2024 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 2,142 Invesco S&P MidCap Quality ETF shares in Q2 2024, an estimated $236K.
  • Stonebridge Capital Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q1 2024 and held it in 1 quarter.
  • Stonebridge Capital Advisors's Invesco S&P MidCap Quality ETF position peaked at $236K in Q1 2024.
  • 311 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2024.

Based on Stonebridge Capital Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.