CCWM
XMHQ icon

Cassaday & Co Wealth Management’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Cassaday & Co Wealth Management’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 		$207K Hold
2,000
– – ﹤0.01% 336
2025
Q4 		$205K Hold
2,000
– – ﹤0.01% 346
2025
Q3 		$210K Buy
+2,000
New +$206K ﹤0.01% 327

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

Cassaday & Co Wealth Management's XMHQ Position: Q1 2026 in Review

Cassaday & Co Wealth Management held its Invesco S&P MidCap Quality ETF (XMHQ) position steady in Q1 2026 at 2,000 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #336.

Cassaday & Co Wealth Management first reported a position in XMHQ in Q3 2025 and has held it in 3 quarters since. The position peaked at $210K in Q3 2025. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

  • Cassaday & Co Wealth Management held 2,000 shares of Invesco S&P MidCap Quality ETF worth $207K as of Q1 2026.
  • Cassaday & Co Wealth Management 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 Cassaday & Co Wealth Management's portfolio in Q1 2026, its #336 holding.
  • Cassaday & Co Wealth Management first reported a position in Invesco S&P MidCap Quality ETF in Q3 2025 and has held it in 3 quarters since.
  • Cassaday & Co Wealth Management's Invesco S&P MidCap Quality ETF position peaked at $210K in Q3 2025.
  • 423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.