Aspen Wealth Strategies’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Aspen Wealth Strategies’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	$5.38M	Buy	52,043 +296	+0.6%	+$31.4K	2.87%	10
2025 Q4	$5.3M	Sell	51,747 -4,505	-8%	-$465K	2.9%	10
2025 Q3	$5.9M	Sell	56,252 -1,377	-2%	-$142K	3.28%	8
2025 Q2	$5.66M	Buy	57,629 +1,083	+2%	+$102K	3.41%	8
2025 Q1	$5.18M	Sell	56,546 -29,598	-34%	-$2.88M	3.39%	8
2024 Q4	$8.48M	Buy	86,144 +5,621	+7%	+$582K	5.43%	5
2024 Q3	$8.26M	Buy	80,523 +4,900	+6%	+$485K	5.32%	5
2024 Q2	$7.6M	Buy	75,623 +5,911	+8%	+$620K	5.29%	5
2024 Q1	$7.67M	Sell	69,712 -3,904	-5%	-$382K	5.3%	5
2023 Q4	$6.53M	Buy	+73,616	New	+$6.05M	4.75%	5

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

Aspen Wealth Strategies's XMHQ Position: Q1 2026 in Review

Aspen Wealth Strategies increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 0.57% in Q1 2026, buying an estimated $31.4K and bringing the position to 52,043 shares worth $5.38M. The position accounts for 2.87% of the portfolio, ranked #10.

Aspen Wealth Strategies first reported a position in XMHQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.48M in Q4 2024. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

Aspen Wealth Strategies held 52,043 shares of Invesco S&P MidCap Quality ETF worth $5.38M as of Q1 2026.
Aspen Wealth Strategies bought 296 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $31.4K.
Invesco S&P MidCap Quality ETF made up 2.87% of Aspen Wealth Strategies's portfolio in Q1 2026, its #10 holding.
Aspen Wealth Strategies first reported a position in Invesco S&P MidCap Quality ETF in Q4 2023 and has held it in 10 quarters since.
Aspen Wealth Strategies's Invesco S&P MidCap Quality ETF position peaked at $8.48M in Q4 2024.
423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Aspen Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.