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Coastline Trust’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Coastline Trust’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 		$26.1K Hold
234
– – ﹤0.01% 290
2026
Q2 		$26.4K Buy
+234
New +$25.5K ﹤0.01% 317

Other funds holding XMHQ

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ANBOT
American National Bank of Texas Richardson, Texas $109M AUM 11.13% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
PF
Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Coastline Trust's XMHQ Position: Q3 2026 in Review

Coastline Trust held its Invesco S&P MidCap Quality ETF (XMHQ) position steady in Q3 2026 at 234 shares worth $26.1K. The position accounts for ﹤0.01% of the portfolio, ranked #290.

Coastline Trust first reported a position in XMHQ in Q2 2026 and has held it in 2 quarters since. The position peaked at $26.4K in Q2 2026. 17 funds tracked by Wall St. Rank hold XMHQ as of Q3 2026.

  • Coastline Trust held 234 shares of Invesco S&P MidCap Quality ETF worth $26.1K as of Q3 2026.
  • Coastline Trust left its Invesco S&P MidCap Quality ETF share count unchanged in Q3 2026.
  • Invesco S&P MidCap Quality ETF made up ﹤0.01% of Coastline Trust's portfolio in Q3 2026, its #290 holding.
  • Coastline Trust first reported a position in Invesco S&P MidCap Quality ETF in Q2 2026 and has held it in 2 quarters since.
  • Coastline Trust's Invesco S&P MidCap Quality ETF position peaked at $26.4K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.