Concord Wealth Partners
XMHQ icon

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

Concord 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 		$10.5M Buy
94,377
+1,673
+2% +$193K 1.23% 19
2026
Q2 		$10.5M Buy
92,704
+3,966
+4% +$432K 1.2% 22
2026
Q1 		$9.17M Buy
88,738
+3,821
+4% +$405K 1.19% 21
2025
Q4 		$8.7M Buy
84,917
+3,736
+5% +$385K 1.13% 23
2025
Q3 		$8.52M Buy
81,181
+823
+1% +$84.7K 1.18% 19
2025
Q2 		$7.89M Sell
80,358
-968
-1% -$91.4K 1.15% 22
2025
Q1 		$7.44M Buy
81,326
+27,138
+50% +$2.64M 1.22% 18
2024
Q4 		$5.34M Sell
54,188
-6,191
-10% -$641K 0.87% 25
2024
Q3 		$6.19M Buy
60,379
+2,628
+5% +$260K 1.03% 24
2024
Q2 		$5.6M Sell
57,751
-1,524
-3% -$160K 0.99% 25
2024
Q1 		$6.52M Sell
59,275
-7,330
-11% -$718K 1.17% 22
2023
Q4 		$5.91M Sell
66,605
-8,511
-11% -$699K 1.18% 22
2023
Q3 		$6.05M Buy
75,116
+5,626
+8% +$462K 1.29% 20
2023
Q2 		$5.61M Buy
69,490
+19,542
+39% +$1.46M 1.21% 23
2023
Q1 		$3.67M Buy
49,948
+9,447
+23% +$691K 1.04% 24
2022
Q4 		$2.8M Buy
40,501
+1,860
+5% +$130K 0.84% 26
2022
Q3 		$2.41M Sell
38,641
-1,809
-4% -$123K 0.76% 27
2022
Q2 		$2.57M Sell
40,450
-3,410
-8% -$237K 0.71% 26
2022
Q1 		$3.31M Buy
43,860
+437
+1% +$33.3K 0.86% 21
2021
Q4 		$3.48M Buy
43,423
+16,163
+59% +$1.29M 0.85% 20
2021
Q3 		$2.07M Sell
27,260
-10,239
-27% -$792K 0.85% 15
2021
Q2 		$2.9M Buy
37,499
+8,440
+29% +$657K 0.83% 16
2021
Q1 		$2.21M Buy
29,059
+28,528
+5,373% +$2.08M 0.75% 18
2020
Q4 		$36K Buy
+531
New +$32.8K 0.03% 244

Other funds holding XMHQ

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
UMB Bank
UMB Bank Kansas City, Missouri $7.69B AUM 20.41% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

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

Concord Wealth Partners increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 1.8% in Q3 2026, buying an estimated $193K and bringing the position to 94,377 shares worth $10.5M. The position accounts for 1.23% of the portfolio, ranked #19.

Concord Wealth Partners first reported a position in XMHQ in Q4 2020 and has held it in 24 quarters since. 265 funds tracked by Wall St. Rank hold XMHQ as of Q3 2026.

  • Concord Wealth Partners held 94,377 shares of Invesco S&P MidCap Quality ETF worth $10.5M as of Q3 2026.
  • Concord Wealth Partners bought 1,673 Invesco S&P MidCap Quality ETF shares in Q3 2026, an estimated $193K.
  • Invesco S&P MidCap Quality ETF made up 1.23% of Concord Wealth Partners's portfolio in Q3 2026, its #19 holding.
  • Concord Wealth Partners first reported a position in Invesco S&P MidCap Quality ETF in Q4 2020 and has held it in 24 quarters since.
  • 265 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.