Altus Wealth Group
XMHQ icon

Altus Wealth Group’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Altus Wealth Group’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
Q3 		$11.8M Buy
105,340
+5,521
+6% +$638K 4.42% 5
2026
Q2 		$11.3M Buy
99,819
+2,942
+3% +$320K 4.07% 5
2026
Q1 		$10M Buy
96,877
+8,610
+10% +$913K 4.1% 6
2025
Q4 		$9.04M Buy
88,267
+1,774
+2% +$183K 3.61% 5
2025
Q3 		$9.08M Sell
86,493
-3,403
-4% -$350K 3.73% 5
2025
Q2 		$8.83M Buy
89,896
+648
+0.7% +$61.2K 3.91% 5
2025
Q1 		$8.17M Buy
89,248
+36,076
+68% +$3.52M 3.83% 5
2024
Q4 		$5.24M Buy
53,172
+2,804
+6% +$290K 2.32% 11
2024
Q3 		$5.17M Buy
50,368
+9,568
+23% +$948K 2.21% 12
2024
Q2 		$3.96M Buy
40,800
+19,462
+91% +$2.04M 1.98% 13
2024
Q1 		$2.35M Buy
+21,338
New +$2.09M 1.18% 21

Other funds holding XMHQ

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Hunter Associates Investment Management
Hunter Associates Investment Management Pittsburgh, Pennsylvania $860M AUM 22.54% 1-Year Est. Return
KPP Advisory Services
KPP Advisory Services Louisville, Kentucky $594M AUM 20.44% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

Altus Wealth Group's XMHQ Position: Q3 2026 in Review

Altus Wealth Group increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 5.5% in Q3 2026, buying an estimated $638K and bringing the position to 105,340 shares worth $11.8M. The position accounts for 4.42% of the portfolio, ranked #5.

Altus Wealth Group first reported a position in XMHQ in Q1 2024 and has held it in 11 quarters since. 174 funds tracked by Wall St. Rank hold XMHQ as of Q3 2026.

  • Altus Wealth Group held 105,340 shares of Invesco S&P MidCap Quality ETF worth $11.8M as of Q3 2026.
  • Altus Wealth Group bought 5,521 Invesco S&P MidCap Quality ETF shares in Q3 2026, an estimated $638K.
  • Invesco S&P MidCap Quality ETF made up 4.42% of Altus Wealth Group's portfolio in Q3 2026, its #5 holding.
  • Altus Wealth Group first reported a position in Invesco S&P MidCap Quality ETF in Q1 2024 and has held it in 11 quarters since.
  • 174 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q3 2026.

Based on Altus Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.