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

Anchor Investment 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
2026 Q1	$4.14K	Buy	+40	New	+$4.24K	﹤0.01%	919
2025 Q4	–	Sell	-3	Closed	-$315	–	1081
2025 Q3	$315	Hold	3	–	–	﹤0.01%	1043
2025 Q2	$295	Buy	+3	New	+$283	﹤0.01%	1024
2025 Q1	–	Sell	-45	Closed	-$4.43K	–	1056
2024 Q4	$4.43K	Buy	+45	New	+$4.66K	﹤0.01%	887

Other funds holding XMHQ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Anchor Investment Management's XMHQ Position: Q1 2026 in Review

Anchor Investment Management opened a new position in Invesco S&P MidCap Quality ETF (XMHQ) in Q1 2026: 40 shares worth $4.14K. The stake represents ﹤0.01% of the portfolio and ranks #919 among its holdings. This is a return to the name: Anchor Investment Management previously reported a position in XMHQ as recently as Q3 2025.

Anchor Investment Management first reported a position in XMHQ in Q4 2024 and has held it in 4 quarters since. The position peaked at $4.43K in Q4 2024. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

Anchor Investment Management held 40 shares of Invesco S&P MidCap Quality ETF worth $4.14K as of Q1 2026.
Invesco S&P MidCap Quality ETF was a new Anchor Investment Management position in Q1 2026.
Invesco S&P MidCap Quality ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #919 holding.
Anchor Investment Management first reported a position in Invesco S&P MidCap Quality ETF in Q4 2024 and has held it in 4 quarters since.
Anchor Investment Management's Invesco S&P MidCap Quality ETF position peaked at $4.43K in Q4 2024.
423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.