Concurrent Investment Advisors’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Concurrent Investment Advisors’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	$225K	Sell	2,174 -496	-19%	-$52.6K	﹤0.01%	1679
2025 Q4	$274K	Buy	2,670 +725	+37%	+$74.8K	﹤0.01%	1459
2025 Q3	$204K	Sell	1,945 -3,684	-65%	-$379K	﹤0.01%	1347
2025 Q2	$553K	Sell	5,629 -93	-2%	-$8.78K	0.01%	816
2025 Q1	$524K	Sell	5,722 -20	-0.3%	-$1.95K	0.01%	738
2024 Q4	$565K	Buy	+5,742	New	+$594K	0.02%	640

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

Concurrent Investment Advisors's XMHQ Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 19% in Q1 2026, selling an estimated $52.6K and leaving 2,174 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #1679.

Concurrent Investment Advisors first reported a position in XMHQ in Q4 2024 and has held it in 6 quarters since. The position peaked at $565K in Q4 2024. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

Concurrent Investment Advisors held 2,174 shares of Invesco S&P MidCap Quality ETF worth $225K as of Q1 2026.
Concurrent Investment Advisors sold 496 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $52.6K.
Invesco S&P MidCap Quality ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1679 holding.
Concurrent Investment Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q4 2024 and has held it in 6 quarters since.
Concurrent Investment Advisors's Invesco S&P MidCap Quality ETF position peaked at $565K in Q4 2024.
423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.