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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
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 +$32.9K 0.03% 244

Other funds holding XMHQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Concord Wealth Partners's XMHQ Position: Q1 2026 in Review

Concord Wealth Partners increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 4.5% in Q1 2026, buying an estimated $405K and bringing the position to 88,738 shares worth $9.17M. The position accounts for 1.19% of the portfolio, ranked #21.

Concord Wealth Partners first reported a position in XMHQ in Q4 2020 and has held it in 22 quarters since. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

  • Concord Wealth Partners held 88,738 shares of Invesco S&P MidCap Quality ETF worth $9.17M as of Q1 2026.
  • Concord Wealth Partners bought 3,821 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $405K.
  • Invesco S&P MidCap Quality ETF made up 1.19% of Concord Wealth Partners's portfolio in Q1 2026, its #21 holding.
  • Concord Wealth Partners first reported a position in Invesco S&P MidCap Quality ETF in Q4 2020 and has held it in 22 quarters since.
  • 423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.