Caitlin John’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Caitlin John’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	$17.7K	Hold	171	–	–	0.01%	443
2025 Q4	$17.5K	Hold	171	–	–	0.01%	459
2025 Q3	$17.9K	Buy	+171	New	+$17.6K	0.01%	420
2025 Q1	–	Sell	-171	Closed	-$16.8K	–	831
2024 Q4	$16.8K	Hold	171	–	–	0.01%	398
2024 Q3	$17.9K	Hold	171	–	–	0.01%	405
2024 Q2	$16.6K	Hold	171	–	–	0.01%	373
2024 Q1	$18.8K	Hold	171	–	–	0.01%	369
2023 Q4	$15.2K	Buy	+171	New	+$14K	0.01%	372

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

Caitlin John's XMHQ Position: Q1 2026 in Review

Caitlin John held its Invesco S&P MidCap Quality ETF (XMHQ) position steady in Q1 2026 at 171 shares worth $17.7K. The position accounts for 0.01% of the portfolio, ranked #443.

Caitlin John first reported a position in XMHQ in Q4 2023 and has held it in 8 quarters since. The position peaked at $18.8K in Q1 2024. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

Caitlin John held 171 shares of Invesco S&P MidCap Quality ETF worth $17.7K as of Q1 2026.
Caitlin John 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 Caitlin John's portfolio in Q1 2026, its #443 holding.
Caitlin John first reported a position in Invesco S&P MidCap Quality ETF in Q4 2023 and has held it in 8 quarters since.
Caitlin John's Invesco S&P MidCap Quality ETF position peaked at $18.8K in Q1 2024.
423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.