Clear Creek Financial Management’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Clear Creek Financial 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	$350K	Sell	3,386 -158	-4%	-$16.8K	0.03%	472
2025 Q4	$363K	Buy	+3,544	New	+$366K	0.03%	452

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

Clear Creek Financial Management's XMHQ Position: Q1 2026 in Review

Clear Creek Financial Management reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 4.5% in Q1 2026, selling an estimated $16.8K and leaving 3,386 shares worth $350K. The position accounts for 0.03% of the portfolio, ranked #472.

Clear Creek Financial Management first reported a position in XMHQ in Q4 2025 and has held it in 2 quarters since. The position peaked at $363K in Q4 2025. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

Clear Creek Financial Management held 3,386 shares of Invesco S&P MidCap Quality ETF worth $350K as of Q1 2026.
Clear Creek Financial Management sold 158 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $16.8K.
Invesco S&P MidCap Quality ETF made up 0.03% of Clear Creek Financial Management's portfolio in Q1 2026, its #472 holding.
Clear Creek Financial Management first reported a position in Invesco S&P MidCap Quality ETF in Q4 2025 and has held it in 2 quarters since.
Clear Creek Financial Management's Invesco S&P MidCap Quality ETF position peaked at $363K in Q4 2025.
423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.