Wealth Enhancement Advisory Services
XMHQ icon

Wealth Enhancement Advisory Services’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Wealth Enhancement Advisory Services’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
2026
Q1 		$2.51M Sell
24,108
-13,966
-37% -$1.48M 0.01% 1267
2025
Q4 		$4.08M Buy
38,074
+2,945
+8% +$304K 0.01% 1117
2025
Q3 		$3.66M Sell
35,129
-5,811
-14% -$598K 0.01% 1119
2025
Q2 		$4.13M Sell
40,940
-3,967
-9% -$375K 0.01% 988
2025
Q1 		$4.11M Sell
44,907
-1,685
-4% -$164K 0.01% 904
2024
Q4 		$4.59M Buy
46,592
+9,381
+25% +$971K 0.01% 832
2024
Q3 		$3.82M Sell
37,211
-6,920
-16% -$685K 0.01% 818
2024
Q2 		$4.28M Buy
44,131
+12,940
+41% +$1.36M 0.01% 727
2024
Q1 		$3.43M Buy
31,191
+2,869
+10% +$281K 0.01% 772
2023
Q4 		$2.51M Buy
28,322
+12,984
+85% +$1.07M 0.01% 826
2023
Q3 		$1.24M Buy
+15,338
New +$1.26M ﹤0.01% 1015

Other funds holding XMHQ

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 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 $431B AUM 30.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return