TCWM
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Total Clarity Wealth Management’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Total Clarity 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
2025
Q4 		– Sell
-1,984
Closed -$208K – 336
2025
Q3 		$208K Sell
1,984
-214
-10% -$22K 0.06% 269
2025
Q2 		$216K Sell
2,198
-2,116
-49% -$200K 0.06% 263
2025
Q1 		$425K Hold
4,314
– – 0.14% 159
2024
Q4 		$425K Sell
4,314
-3,694
-46% -$382K 0.14% 159
2024
Q3 		$821K Buy
8,008
+275
+4% +$27.2K 0.26% 103
2024
Q2 		$750K Buy
7,733
+4,370
+130% +$458K 0.26% 100
2024
Q1 		$370K Buy
+3,363
New +$329K 0.13% 175
2023
Q1 		– Sell
-11,009
Closed -$760K – 251
2022
Q4 		$760K Buy
11,009
+6,937
+170% +$483K 0.39% 67
2022
Q3 		$254K Sell
4,072
-2,207
-35% -$149K 0.16% 173
2022
Q2 		$399K Buy
+6,279
New +$436K 0.21% 119

Other funds holding XMHQ

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return