Creative Financial Designs’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Creative Financial Designs’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	$2.09M	Buy	20,254 +932	+5%	+$98.9K	0.13%	143
2025 Q4	$1.98M	Buy	19,322 +1,261	+7%	+$130K	0.12%	147
2025 Q3	$1.9M	Sell	18,061 -161	-0.9%	-$16.6K	0.13%	147
2025 Q2	$1.79M	Buy	18,222 +1,209	+7%	+$114K	0.13%	145
2025 Q1	$1.56M	Buy	17,013 +1,960	+13%	+$191K	0.12%	138
2024 Q4	$1.48M	Buy	15,053 +2,527	+20%	+$262K	0.12%	144
2024 Q3	$1.28M	Buy	12,526 +3,616	+41%	+$358K	0.11%	163
2024 Q2	$865K	Buy	8,910 +3,035	+52%	+$318K	0.08%	197
2024 Q1	$647K	Buy	5,875 +1,439	+32%	+$141K	0.06%	228
2023 Q4	$394K	Buy	4,436 +4,384	+8,431%	+$360K	0.04%	271
2023 Q3	$4.16K	Hold	52	–	–	﹤0.01%	1217
2023 Q2	$4.17K	Hold	52	–	–	﹤0.01%	1213
2023 Q1	$3.78K	Buy	52 +1	+2%	+$73	﹤0.01%	1174
2022 Q4	$3.55K	Hold	51	–	–	﹤0.01%	1096
2022 Q3	$3K	Hold	51	–	–	﹤0.01%	1144
2022 Q2	$3K	Hold	51	–	–	﹤0.01%	1100
2022 Q1	$4K	Hold	51	–	–	﹤0.01%	1097
2021 Q4	$4K	Buy	51 +1	+2%	+$80	﹤0.01%	1064
2021 Q3	$4K	Hold	50	–	–	﹤0.01%	1221
2021 Q2	$4K	Hold	50	–	–	﹤0.01%	1245
2021 Q1	$4K	Buy	+50	New	+$3.65K	﹤0.01%	1129

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

Creative Financial Designs's XMHQ Position: Q1 2026 in Review

Creative Financial Designs increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 4.8% in Q1 2026, buying an estimated $98.9K and bringing the position to 20,254 shares worth $2.09M. The position accounts for 0.13% of the portfolio, ranked #143.

Creative Financial Designs first reported a position in XMHQ in Q1 2021 and has held it in 21 quarters since. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

Creative Financial Designs held 20,254 shares of Invesco S&P MidCap Quality ETF worth $2.09M as of Q1 2026.
Creative Financial Designs bought 932 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $98.9K.
Invesco S&P MidCap Quality ETF made up 0.13% of Creative Financial Designs's portfolio in Q1 2026, its #143 holding.
Creative Financial Designs first reported a position in Invesco S&P MidCap Quality ETF in Q1 2021 and has held it in 21 quarters since.
423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.