CAL
XMHQ icon

Capital Advisors Ltd’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Capital Advisors Ltd’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
Q2 		$31K Hold
277
– – ﹤0.01% 597
2026
Q1 		$29K Hold
277
– – ﹤0.01% 605
2025
Q4 		$28K Hold
277
– – ﹤0.01% 600
2025
Q3 		$29K Hold
277
– – ﹤0.01% 578
2025
Q2 		$27K Hold
277
– – ﹤0.01% 578
2025
Q1 		$25K Hold
277
– – ﹤0.01% 580
2024
Q4 		$27K Hold
277
– – ﹤0.01% 571
2024
Q3 		$28K Sell
277
-1,205
-81% -$119K ﹤0.01% 563
2024
Q2 		$144K Hold
1,482
– – 0.02% 303
2024
Q1 		$163K Hold
1,482
– – 0.02% 296
2023
Q4 		$131K Hold
1,482
– – 0.02% 307
2023
Q3 		$119K Hold
1,482
– – 0.02% 314
2023
Q2 		$120K Hold
1,482
– – 0.02% 318
2023
Q1 		$109K Hold
1,482
– – 0.02% 305
2022
Q4 		$102K Hold
1,482
– – 0.02% 316
2022
Q3 		$92K Hold
1,482
– – 0.02% 319
2022
Q2 		$94K Hold
1,482
– – 0.02% 310
2022
Q1 		$112K Hold
1,482
– – 0.02% 304
2021
Q4 		$119K Sell
1,482
-2,390
-62% -$191K 0.02% 285
2021
Q3 		$306K Buy
3,872
+4
+0.1% +$310 0.05% 163
2021
Q2 		$315K Buy
3,868
+2,393
+162% +$186K 0.06% 150
2021
Q1 		$112K Sell
1,475
-2,890
-66% -$211K 0.02% 229
2020
Q4 		$321K Buy
4,365
+2,897
+197% +$179K 0.07% 130
2020
Q3 		$80K Buy
1,468
+4
+0.3% +$221 0.02% 238
2020
Q2 		$77K Buy
1,464
+3
+0.2% +$144 0.02% 240
2020
Q1 		$60K Buy
1,461
+4
+0.3% +$199 0.02% 250
2019
Q4 		$78K Buy
1,457
+5
+0.3% +$258 0.02% 231
2019
Q3 		$72K Buy
1,452
+4
+0.3% +$199 0.02% 232
2019
Q2 		$72K Buy
1,448
+5
+0.3% +$247 0.02% 252
2019
Q1 		$72K Buy
1,443
+1
+0.1% +$48 0.02% 255
2018
Q4 		$62K Buy
+1,442
New +$66.8K 0.02% 264

Other funds holding XMHQ

FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
TCOT
Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
CWM
Clearview Wealth Management Irvine, California $156M AUM
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return
CPL
Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM
AWM
Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return

Capital Advisors Ltd's XMHQ Position: Q2 2026 in Review

Capital Advisors Ltd held its Invesco S&P MidCap Quality ETF (XMHQ) position steady in Q2 2026 at 277 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

Capital Advisors Ltd first reported a position in XMHQ in Q4 2018 and has held it in 31 quarters since. The position peaked at $321K in Q4 2020. 63 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

  • Capital Advisors Ltd held 277 shares of Invesco S&P MidCap Quality ETF worth $31K as of Q2 2026.
  • Capital Advisors Ltd left its Invesco S&P MidCap Quality ETF share count unchanged in Q2 2026.
  • Invesco S&P MidCap Quality ETF made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #597 holding.
  • Capital Advisors Ltd first reported a position in Invesco S&P MidCap Quality ETF in Q4 2018 and has held it in 31 quarters since.
  • Capital Advisors Ltd's Invesco S&P MidCap Quality ETF position peaked at $321K in Q4 2020.
  • 63 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.