Bessemer Group’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Bessemer Group’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	$49K	Hold	475	–	–	﹤0.01%	1683
2025 Q4	$49K	Hold	475	–	–	﹤0.01%	1649
2025 Q3	$50K	Hold	475	–	–	﹤0.01%	1437
2025 Q2	$47K	Hold	475	–	–	﹤0.01%	1348
2025 Q1	$43K	Hold	475	–	–	﹤0.01%	1340
2024 Q4	$47K	Hold	475	–	–	﹤0.01%	1303
2024 Q3	$49K	Hold	475	–	–	﹤0.01%	1389
2024 Q2	$46K	Buy	+475	New	+$49.8K	﹤0.01%	1294

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

Bessemer Group's XMHQ Position: Q1 2026 in Review

Bessemer Group held its Invesco S&P MidCap Quality ETF (XMHQ) position steady in Q1 2026 at 475 shares worth $49K. The position accounts for ﹤0.01% of the portfolio, ranked #1683.

Bessemer Group first reported a position in XMHQ in Q2 2024 and has held it in 8 quarters since. The position peaked at $50K in Q3 2025. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

Bessemer Group held 475 shares of Invesco S&P MidCap Quality ETF worth $49K as of Q1 2026.
Bessemer Group left its Invesco S&P MidCap Quality ETF share count unchanged in Q1 2026.
Invesco S&P MidCap Quality ETF made up ﹤0.01% of Bessemer Group's portfolio in Q1 2026, its #1683 holding.
Bessemer Group first reported a position in Invesco S&P MidCap Quality ETF in Q2 2024 and has held it in 8 quarters since.
Bessemer Group's Invesco S&P MidCap Quality ETF position peaked at $50K in Q3 2025.
423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.