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

CoreCap 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 Q3	$14K	Buy	125 +95	+317%	+$11K	﹤0.01%	1951
2026 Q2	$3.39K	Sell	30 -165	-85%	-$18K	﹤0.01%	2390
2026 Q1	$20.2K	Buy	195 +37	+23%	+$3.92K	﹤0.01%	1668
2025 Q4	$16.2K	Buy	158 +18	+13%	+$1.86K	﹤0.01%	1769
2025 Q3	$14.7K	Buy	+140	New	+$14.4K	﹤0.01%	1783
2025 Q2	–	Sell	-115	Closed	-$10.5K	–	3282
2025 Q1	$10.5K	Sell	115 -272	-70%	-$26.5K	﹤0.01%	1792
2024 Q4	$38.1K	Sell	387 -214	-36%	-$22.2K	﹤0.01%	1297
2024 Q3	$61.7K	Buy	601 +172	+40%	+$17K	﹤0.01%	1111
2024 Q2	$41.6K	Sell	429 -31	-7%	-$3.25K	﹤0.01%	706
2024 Q1	$50.6K	Buy	+460	New	+$45K	﹤0.01%	1100

Other funds holding XMHQ

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

TCOT

Trust Company of Toledo Holland, Ohio $1.25B AUM 28.18% 1-Year Est. Return

Madrona Financial Services Everett, Washington $646M AUM 23.24% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

Oasis Advisors Forest City, Iowa $238M AUM 11% 1-Year Est. Return

CoreCap Advisors's XMHQ Position: Q3 2026 in Review

CoreCap Advisors increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 317% in Q3 2026, buying an estimated $11K and bringing the position to 125 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #1951.

CoreCap Advisors first reported a position in XMHQ in Q1 2024 and has held it in 10 quarters since. The position peaked at $61.7K in Q3 2024. 123 funds tracked by Wall St. Rank hold XMHQ as of Q3 2026.

CoreCap Advisors held 125 shares of Invesco S&P MidCap Quality ETF worth $14K as of Q3 2026.
CoreCap Advisors bought 95 Invesco S&P MidCap Quality ETF shares in Q3 2026, an estimated $11K.
Invesco S&P MidCap Quality ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1951 holding.
CoreCap Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q1 2024 and has held it in 10 quarters since.
CoreCap Advisors's Invesco S&P MidCap Quality ETF position peaked at $61.7K in Q3 2024.
123 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.