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

Annex 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 Q3	$263K	Sell	2,354 -310	-12%	-$35.8K	﹤0.01%	339
2026 Q2	$301K	Sell	2,664 -275	-9%	-$30K	0.01%	305
2026 Q1	$304K	Sell	2,939 -234	-7%	-$24.8K	0.01%	302
2025 Q4	$325K	Sell	3,173 -1,011	-24%	-$104K	0.01%	283
2025 Q3	$439K	Sell	4,184 -2,643	-39%	-$272K	0.01%	228
2025 Q2	$671K	Sell	6,827 -1,102,336	-99%	-$104M	0.02%	188
2025 Q1	$102M	Buy	1,109,163 +56,559	+5%	+$5.51M	2.88%	8
2024 Q4	$104M	Buy	1,052,604 +144,450	+16%	+$15M	3.12%	7
2024 Q3	$93.2M	Buy	908,154 +463	+0.1%	+$45.9K	2.98%	8
2024 Q2	$88.1M	Buy	+907,691	New	+$95.2M	3.1%	8

Other funds holding XMHQ

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

TCOT

Trust Company of Toledo Holland, Ohio $1.25B AUM 28.18% 1-Year Est. Return

Madrona Financial Services Everett, Washington $646M AUM 23.24% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

Oasis Advisors Forest City, Iowa $238M AUM 11% 1-Year Est. Return

Annex Advisory Services's XMHQ Position: Q3 2026 in Review

Annex Advisory Services reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 12% in Q3 2026, selling an estimated $35.8K and leaving 2,354 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

Annex Advisory Services first reported a position in XMHQ in Q2 2024 and has held it in 10 quarters since. The position peaked at $104M in Q4 2024. 123 funds tracked by Wall St. Rank hold XMHQ as of Q3 2026.

Annex Advisory Services held 2,354 shares of Invesco S&P MidCap Quality ETF worth $263K as of Q3 2026.
Annex Advisory Services sold 310 Invesco S&P MidCap Quality ETF shares in Q3 2026, an estimated $35.8K.
Invesco S&P MidCap Quality ETF made up ﹤0.01% of Annex Advisory Services's portfolio in Q3 2026, its #339 holding.
Annex Advisory Services first reported a position in Invesco S&P MidCap Quality ETF in Q2 2024 and has held it in 10 quarters since.
Annex Advisory Services's Invesco S&P MidCap Quality ETF position peaked at $104M in Q4 2024.
123 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.