Clark Wealth Partners’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Clark Wealth Partners’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 Q3	$7.68M	Buy	68,821 +2,207	+3%	+$255K	3.99%	8
2026 Q2	$7.52M	Sell	66,614 -7,885	-11%	-$859K	4.25%	8
2026 Q1	$7.7M	Sell	74,499 -5,245	-7%	-$556K	5.17%	8
2025 Q4	$8.17M	Hold	79,744	–	–	4.98%	7
2025 Q3	$8.17M	Buy	79,744 +36,755	+85%	+$3.78M	4.98%	7
2025 Q2	$4.22M	Sell	42,989 -12,705	-23%	-$1.2M	2.85%	10
2025 Q1	$5.1M	Sell	55,694 -77,770	-58%	-$7.58M	3.78%	8
2024 Q4	$13.1M	Buy	+133,464	New	+$13.8M	10.2%	3

Other funds holding XMHQ

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Clark Wealth Partners's XMHQ Position: Q3 2026 in Review

Clark Wealth Partners increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 3.3% in Q3 2026, buying an estimated $255K and bringing the position to 68,821 shares worth $7.68M. The position accounts for 3.99% of the portfolio, ranked #8.

Clark Wealth Partners first reported a position in XMHQ in Q4 2024 and has held it in 8 quarters since. The position peaked at $13.1M in Q4 2024. 389 funds tracked by Wall St. Rank hold XMHQ as of Q3 2026.

Clark Wealth Partners held 68,821 shares of Invesco S&P MidCap Quality ETF worth $7.68M as of Q3 2026.
Clark Wealth Partners bought 2,207 Invesco S&P MidCap Quality ETF shares in Q3 2026, an estimated $255K.
Invesco S&P MidCap Quality ETF made up 3.99% of Clark Wealth Partners's portfolio in Q3 2026, its #8 holding.
Clark Wealth Partners first reported a position in Invesco S&P MidCap Quality ETF in Q4 2024 and has held it in 8 quarters since.
Clark Wealth Partners's Invesco S&P MidCap Quality ETF position peaked at $13.1M in Q4 2024.
389 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q3 2026.

Based on Clark Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.