Atticus Wealth Management’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Atticus Wealth 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 Q3	$9.23M	Buy	82,628 +12,155	+17%	+$1.4M	2.04%	7
2026 Q2	$7.95M	Buy	70,473 +1,394	+2%	+$152K	1.89%	8
2026 Q1	$7.14M	Sell	69,079 -3,441	-5%	-$365K	1.94%	9
2025 Q4	$7.43M	Sell	72,520 -346	-0.5%	-$35.7K	1.83%	10
2025 Q3	$7.65M	Sell	72,866 -238	-0.3%	-$24.5K	1.93%	10
2025 Q2	$7.18M	Buy	73,104 +7,230	+11%	+$683K	1.94%	10
2025 Q1	$6.03M	Buy	+65,874	New	+$6.42M	1.97%	9

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 13.73% 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

Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 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

Altus Wealth Group Colorado Springs, Colorado $266M AUM 17.94% 1-Year Est. Return

Atticus Wealth Management's XMHQ Position: Q3 2026 in Review

Atticus Wealth Management increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 17% in Q3 2026, buying an estimated $1.4M and bringing the position to 82,628 shares worth $9.23M. The position accounts for 2.04% of the portfolio, ranked #7.

Atticus Wealth Management first reported a position in XMHQ in Q1 2025 and has held it in 7 quarters since. 88 funds tracked by Wall St. Rank hold XMHQ as of Q3 2026.

Atticus Wealth Management held 82,628 shares of Invesco S&P MidCap Quality ETF worth $9.23M as of Q3 2026.
Atticus Wealth Management bought 12,155 Invesco S&P MidCap Quality ETF shares in Q3 2026, an estimated $1.4M.
Invesco S&P MidCap Quality ETF made up 2.04% of Atticus Wealth Management's portfolio in Q3 2026, its #7 holding.
Atticus Wealth Management first reported a position in Invesco S&P MidCap Quality ETF in Q1 2025 and has held it in 7 quarters since.
88 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q3 2026.

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