Cornerstone Wealth Management’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Cornerstone Wealth Management’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	$9.04M	Buy	87,461 +5,301	+6%	+$562K	0.45%	53
2025 Q4	$8.41M	Buy	82,160 +9,709	+13%	+$1M	0.44%	58
2025 Q3	$7.6M	Buy	72,451 +2,457	+4%	+$253K	0.42%	59
2025 Q2	$6.88M	Buy	69,994 +6,915	+11%	+$653K	0.42%	60
2025 Q1	$5.77M	Sell	63,079 -12,572	-17%	-$1.23M	0.39%	63
2024 Q4	$7.45M	Buy	75,651 +4,614	+6%	+$478K	0.5%	44
2024 Q3	$7.29M	Buy	71,037 +9,387	+15%	+$930K	0.51%	46
2024 Q2	$5.98M	Buy	61,650 +56,433	+1,082%	+$5.92M	0.46%	49
2024 Q1	$574K	Buy	5,217 +320	+7%	+$31.3K	0.05%	308
2023 Q4	$434K	Buy	+4,897	New	+$402K	0.04%	346
2021 Q3	–	Sell	-3,733	Closed	-$289K	–	491
2021 Q2	$289K	Hold	3,733	–	–	0.03%	370
2021 Q1	$284K	Hold	3,733	–	–	0.03%	360
2020 Q4	$250K	Hold	3,733	–	–	0.03%	362
2020 Q3	$204K	Buy	+3,733	New	+$206K	0.03%	368
2020 Q1	–	Sell	-5,114	Closed	-$275K	–	386
2019 Q4	$275K	Hold	5,114	–	–	0.04%	281
2019 Q3	$255K	Hold	5,114	–	–	0.05%	290
2019 Q2	$255K	Buy	+5,114	New	+$253K	0.05%	303
2019 Q1	–	Sell	-5,114	Closed	-$219K	–	525
2018 Q4	$219K	Buy	+5,114	New	+$237K	0.05%	307
2018 Q3	–	Sell	-280,674	Closed	-$5.74M	–	1569
2018 Q2	$5.74M	Buy	+280,674	New	+$13.5M	0.06%	291

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

Cornerstone Wealth Management's XMHQ Position: Q1 2026 in Review

Cornerstone Wealth Management increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 6.5% in Q1 2026, buying an estimated $562K and bringing the position to 87,461 shares worth $9.04M. The position accounts for 0.45% of the portfolio, ranked #53.

Cornerstone Wealth Management first reported a position in XMHQ in Q2 2018 and has held it in 19 quarters since. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

Cornerstone Wealth Management held 87,461 shares of Invesco S&P MidCap Quality ETF worth $9.04M as of Q1 2026.
Cornerstone Wealth Management bought 5,301 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $562K.
Invesco S&P MidCap Quality ETF made up 0.45% of Cornerstone Wealth Management's portfolio in Q1 2026, its #53 holding.
Cornerstone Wealth Management first reported a position in Invesco S&P MidCap Quality ETF in Q2 2018 and has held it in 19 quarters since.
423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.