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Capital Analysts LLC’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Capital Analysts LLC’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 		$329K Buy
3,182
+1,736
+120% +$184K 0.01% 541
2025
Q4 		$148K Hold
1,446
– – ﹤0.01% 681
2025
Q3 		$152K Buy
1,446
+964
+200% +$99.2K ﹤0.01% 642
2025
Q2 		$47K Hold
482
– – ﹤0.01% 828
2025
Q1 		$44K Buy
482
+164
+52% +$16K ﹤0.01% 823
2024
Q4 		$31K Buy
318
+25
+9% +$2.59K ﹤0.01% 848
2024
Q3 		$30K Sell
293
-9,818
-97% -$972K ﹤0.01% 830
2024
Q2 		$981K Buy
10,111
+1,442
+17% +$151K 0.04% 247
2024
Q1 		$954K Buy
8,669
+879
+11% +$86.1K 0.04% 247
2023
Q4 		$691K Sell
7,790
-58
-0.7% -$4.76K 0.03% 277
2023
Q3 		$632K Buy
+7,848
New +$645K 0.04% 270

Other funds holding XMHQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital Analysts LLC's XMHQ Position: Q1 2026 in Review

Capital Analysts LLC increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 120% in Q1 2026, buying an estimated $184K and bringing the position to 3,182 shares worth $329K. The position accounts for 0.01% of the portfolio, ranked #541.

Capital Analysts LLC first reported a position in XMHQ in Q3 2023 and has held it in 11 quarters since. The position peaked at $981K in Q2 2024. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

  • Capital Analysts LLC held 3,182 shares of Invesco S&P MidCap Quality ETF worth $329K as of Q1 2026.
  • Capital Analysts LLC bought 1,736 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $184K.
  • Invesco S&P MidCap Quality ETF made up 0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #541 holding.
  • Capital Analysts LLC first reported a position in Invesco S&P MidCap Quality ETF in Q3 2023 and has held it in 11 quarters since.
  • Capital Analysts LLC's Invesco S&P MidCap Quality ETF position peaked at $981K in Q2 2024.
  • 423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.