Brown Financial Advisory’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Brown Financial Advisory’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	$393K	Hold	3,798	–	–	0.19%	36
2025 Q4	$389K	Sell	3,798 -57	-1%	-$5.88K	0.2%	40
2025 Q3	$405K	Sell	3,855 -374	-9%	-$38.5K	0.21%	39
2025 Q2	$415K	Buy	4,229 +804	+23%	+$75.9K	0.23%	36
2025 Q1	$314K	Buy	+3,425	New	+$334K	0.2%	33

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

Brown Financial Advisory's XMHQ Position: Q1 2026 in Review

Brown Financial Advisory held its Invesco S&P MidCap Quality ETF (XMHQ) position steady in Q1 2026 at 3,798 shares worth $393K. The position accounts for 0.19% of the portfolio, ranked #36.

Brown Financial Advisory first reported a position in XMHQ in Q1 2025 and has held it in 5 quarters since. The position peaked at $415K in Q2 2025. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

Brown Financial Advisory held 3,798 shares of Invesco S&P MidCap Quality ETF worth $393K as of Q1 2026.
Brown Financial Advisory left its Invesco S&P MidCap Quality ETF share count unchanged in Q1 2026.
Invesco S&P MidCap Quality ETF made up 0.19% of Brown Financial Advisory's portfolio in Q1 2026, its #36 holding.
Brown Financial Advisory first reported a position in Invesco S&P MidCap Quality ETF in Q1 2025 and has held it in 5 quarters since.
Brown Financial Advisory's Invesco S&P MidCap Quality ETF position peaked at $415K in Q2 2025.
423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Brown Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.