Benjamin Edwards Inc’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Benjamin Edwards Inc’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	$341K	Sell	3,302 -100	-3%	-$10.6K	﹤0.01%	1122
2025 Q4	$348K	Sell	3,402 -419	-11%	-$43.2K	﹤0.01%	1059
2025 Q3	$401K	Sell	3,821 -3,593	-48%	-$370K	﹤0.01%	996
2025 Q2	$728K	Sell	7,414 -1,205,560	-99%	-$114M	0.01%	728
2025 Q1	$111M	Buy	1,212,974 +28,063	+2%	+$2.74M	1.55%	3
2024 Q4	$117M	Buy	1,184,911 +62,152	+6%	+$6.43M	1.67%	3
2024 Q3	$115M	Buy	1,122,759 +1,076,075	+2,305%	+$107M	1.68%	3
2024 Q2	$4.53M	Sell	46,684 -3,365	-7%	-$353K	0.87%	22
2024 Q1	$5.51M	Buy	50,049 +2,085	+4%	+$204K	1.09%	12
2023 Q4	$4.25M	Buy	47,964 +19,415	+68%	+$1.59M	0.93%	16
2023 Q3	$2.3M	Sell	28,549 -3,280	-10%	-$270K	0.54%	54
2023 Q2	$2.57M	Buy	+31,829	New	+$2.38M	0.6%	49

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

Benjamin Edwards Inc's XMHQ Position: Q1 2026 in Review

Benjamin Edwards Inc reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 2.9% in Q1 2026, selling an estimated $10.6K and leaving 3,302 shares worth $341K. The position accounts for ﹤0.01% of the portfolio, ranked #1122.

Benjamin Edwards Inc first reported a position in XMHQ in Q2 2023 and has held it in 12 quarters since. The position peaked at $117M in Q4 2024. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

Benjamin Edwards Inc held 3,302 shares of Invesco S&P MidCap Quality ETF worth $341K as of Q1 2026.
Benjamin Edwards Inc sold 100 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $10.6K.
Invesco S&P MidCap Quality ETF made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q1 2026, its #1122 holding.
Benjamin Edwards Inc first reported a position in Invesco S&P MidCap Quality ETF in Q2 2023 and has held it in 12 quarters since.
Benjamin Edwards Inc's Invesco S&P MidCap Quality ETF position peaked at $117M in Q4 2024.
423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.