Centerpoint Advisory Group’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Centerpoint Advisory Group’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	$3.29M	Sell	31,784 -740	-2%	-$78.5K	2.47%	12
2025 Q4	$3.33M	Sell	32,524 -425	-1%	-$43.8K	2.57%	11
2025 Q3	$3.46M	Sell	32,949 -77	-0.2%	-$7.92K	2.69%	11
2025 Q2	$3.24M	Sell	33,026 -911	-3%	-$86K	2.81%	10
2025 Q1	$3.11M	Sell	33,937 -29	-0.1%	-$2.83K	3.05%	8
2024 Q4	$3.34M	Buy	+33,966	New	+$3.52M	3.23%	8

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

Centerpoint Advisory Group's XMHQ Position: Q1 2026 in Review

Centerpoint Advisory Group reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 2.3% in Q1 2026, selling an estimated $78.5K and leaving 31,784 shares worth $3.29M. The position accounts for 2.47% of the portfolio, ranked #12.

Centerpoint Advisory Group first reported a position in XMHQ in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.46M in Q3 2025. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

Centerpoint Advisory Group held 31,784 shares of Invesco S&P MidCap Quality ETF worth $3.29M as of Q1 2026.
Centerpoint Advisory Group sold 740 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $78.5K.
Invesco S&P MidCap Quality ETF made up 2.47% of Centerpoint Advisory Group's portfolio in Q1 2026, its #12 holding.
Centerpoint Advisory Group first reported a position in Invesco S&P MidCap Quality ETF in Q4 2024 and has held it in 6 quarters since.
Centerpoint Advisory Group's Invesco S&P MidCap Quality ETF position peaked at $3.46M in Q3 2025.
423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Centerpoint Advisory Group's 13F filing for Q1 2026, filed 29 Apr 2026.