Consolidated Planning Corp’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Consolidated Planning Corp’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	–	Sell	-40,652	Closed	-$4.16M	–	220
2025 Q4	$4.16M	Buy	40,652 +2,541	+7%	+$262K	0.42%	71
2025 Q3	$4M	Sell	38,111 -1,057	-3%	-$109K	0.42%	75
2025 Q2	$3.85M	Sell	39,168 -1,396	-3%	-$132K	0.48%	73
2025 Q1	$3.71M	Sell	40,564 -84	-0.2%	-$8.19K	0.51%	68
2024 Q4	$4M	Buy	40,648 +2,954	+8%	+$306K	0.54%	60
2024 Q3	$3.87M	Buy	+37,694	New	+$3.73M	0.58%	58

Other funds holding XMHQ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Consolidated Planning Corp's XMHQ Position: Q1 2026 in Review

Consolidated Planning Corp sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q1 2026, closing a stake of 40,652 shares — an estimated $4.16M sold.

Consolidated Planning Corp first reported a position in XMHQ in Q3 2024 and held it in 6 quarters. The position peaked at $4.16M in Q4 2025. 427 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

Consolidated Planning Corp reported no remaining Invesco S&P MidCap Quality ETF position as of Q1 2026 after selling out during the quarter.
Consolidated Planning Corp sold 40,652 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $4.16M.
Consolidated Planning Corp first reported a position in Invesco S&P MidCap Quality ETF in Q3 2024 and held it in 6 quarters.
Consolidated Planning Corp's Invesco S&P MidCap Quality ETF position peaked at $4.16M in Q4 2025.
427 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.