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Clarity Retirement & Wealth’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Clarity Retirement & Wealth’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 		– Sell
-5,686
Closed -$582K – 36
2025
Q4 		$582K Buy
+5,686
New +$587K 0.51% 19

Other funds holding XMHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clarity Retirement & Wealth's XMHQ Position: Q1 2026 in Review

Clarity Retirement & Wealth sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q1 2026, closing a stake of 5,686 shares — an estimated $582K sold.

Clarity Retirement & Wealth first reported a position in XMHQ in Q4 2025 and held it in 1 quarter. The position peaked at $582K in Q4 2025. 427 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

  • Clarity Retirement & Wealth reported no remaining Invesco S&P MidCap Quality ETF position as of Q1 2026 after selling out during the quarter.
  • Clarity Retirement & Wealth sold 5,686 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $582K.
  • Clarity Retirement & Wealth first reported a position in Invesco S&P MidCap Quality ETF in Q4 2025 and held it in 1 quarter.
  • Clarity Retirement & Wealth's Invesco S&P MidCap Quality ETF position peaked at $582K in Q4 2025.
  • 427 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Clarity Retirement & Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.