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Zimmermann Investment Management & Planning’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Zimmermann Investment Management & Planning’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
-58,331
Closed -$5.98M – 140
2024
Q3 		$5.98M Sell
58,331
-35,150
-38% -$3.48M 1.84% 15
2024
Q2 		$9.07M Buy
93,481
+4,603
+5% +$483K 3.03% 7
2024
Q1 		$9.78M Buy
88,878
+3,618
+4% +$354K 3.52% 4
2023
Q4 		$7.56M Buy
85,260
+7,214
+9% +$593K 3.09% 6
2023
Q3 		$6.29M Buy
78,046
+69,427
+806% +$5.71M 3.01% 8
2023
Q2 		$696K Buy
+8,619
New +$644K 0.32% 50

Other funds holding XMHQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Commonwealth Equity Services
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
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

Zimmermann Investment Management & Planning's XMHQ Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q4 2024, closing a stake of 58,331 shares — an estimated $5.98M sold.

Zimmermann Investment Management & Planning first reported a position in XMHQ in Q2 2023 and held it in 6 quarters. The position peaked at $9.78M in Q1 2024. 402 funds tracked by Wall St. Rank hold XMHQ as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining Invesco S&P MidCap Quality ETF position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 58,331 Invesco S&P MidCap Quality ETF shares in Q4 2024, an estimated $5.98M.
  • Zimmermann Investment Management & Planning first reported a position in Invesco S&P MidCap Quality ETF in Q2 2023 and held it in 6 quarters.
  • Zimmermann Investment Management & Planning's Invesco S&P MidCap Quality ETF position peaked at $9.78M in Q1 2024.
  • 402 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.