Bank of Montreal
XMHQ icon

Bank of Montreal’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Bank of Montreal’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 		– Sell
-15
Closed -$1.57K – 4052
2025
Q4 		$1.57K Buy
+15
New +$1.55K ﹤0.01% 3551
2025
Q3 		– Sell
-225
Closed -$22.1K – 3839
2025
Q2 		$22.1K Buy
+225
New +$21.2K ﹤0.01% 3268
2025
Q1 		– Sell
-49,172
Closed -$4.84M – 3773
2024
Q4 		$4.84M Buy
49,172
+1,771
+4% +$183K ﹤0.01% 1226
2024
Q3 		$4.85M Sell
47,401
-31,304
-40% -$3.1M ﹤0.01% 1327
2024
Q2 		$8.23M Buy
78,705
+33,395
+74% +$3.5M ﹤0.01% 1083
2024
Q1 		$5M Buy
+45,310
New +$4.44M ﹤0.01% 1224

Other funds holding XMHQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of Montreal's XMHQ Position: Q1 2026 in Review

Bank of Montreal sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q1 2026, closing a stake of 15 shares — an estimated $1.57K sold.

Bank of Montreal first reported a position in XMHQ in Q1 2024 and held it in 6 quarters. The position peaked at $8.23M in Q2 2024. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

  • Bank of Montreal reported no remaining Invesco S&P MidCap Quality ETF position as of Q1 2026 after selling out during the quarter.
  • Bank of Montreal sold 15 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $1.57K.
  • Bank of Montreal first reported a position in Invesco S&P MidCap Quality ETF in Q1 2024 and held it in 6 quarters.
  • Bank of Montreal's Invesco S&P MidCap Quality ETF position peaked at $8.23M in Q2 2024.
  • 423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.