Atria Investments’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Atria Investments’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
2025 Q4	–	Sell	-4,584	Closed	-$481K	–	2142
2025 Q3	$481K	Buy	4,584 +622	+16%	+$64K	0.01%	1433
2025 Q2	$389K	Sell	3,962 -11,147	-74%	-$1.05M	﹤0.01%	1562
2025 Q1	$1.38M	Sell	15,109 -10,647	-41%	-$1.04M	0.02%	875
2024 Q4	$2.54M	Sell	25,756 -577	-2%	-$59.7K	0.03%	586
2024 Q3	$2.7M	Sell	26,333 -3,086	-10%	-$306K	0.03%	570
2024 Q2	$2.85M	Sell	29,419 -5,517	-16%	-$578K	0.04%	521
2024 Q1	$3.84M	Sell	34,936 -3,290	-9%	-$322K	0.05%	416
2023 Q4	$3.39M	Buy	38,226 +9,622	+34%	+$790K	0.05%	405
2023 Q3	$2.3M	Buy	28,604 +11,968	+72%	+$984K	0.04%	521
2023 Q2	$1.34M	Buy	+16,636	New	+$1.24M	0.02%	717

Other funds holding XMHQ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Atria Investments's XMHQ Position: Q4 2025 in Review

Atria Investments sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q4 2025, closing a stake of 4,584 shares — an estimated $481K sold.

Atria Investments first reported a position in XMHQ in Q2 2023 and held it in 10 quarters. The position peaked at $3.84M in Q1 2024. 422 funds tracked by Wall St. Rank hold XMHQ as of Q4 2025.

Atria Investments reported no remaining Invesco S&P MidCap Quality ETF position as of Q4 2025 after selling out during the quarter.
Atria Investments sold 4,584 Invesco S&P MidCap Quality ETF shares in Q4 2025, an estimated $481K.
Atria Investments first reported a position in Invesco S&P MidCap Quality ETF in Q2 2023 and held it in 10 quarters.
Atria Investments's Invesco S&P MidCap Quality ETF position peaked at $3.84M in Q1 2024.
422 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q4 2025.

Based on Atria Investments's 13F filing for Q4 2025, filed 5 Feb 2026.