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

Creative Planning’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	$2.12M	Sell	20,504 -4,277	-17%	-$454K	﹤0.01%	1844
2025 Q4	$2.54M	Buy	24,781 +1,435	+6%	+$148K	﹤0.01%	1529
2025 Q3	$2.45M	Buy	23,346 +3,829	+20%	+$394K	﹤0.01%	1378
2025 Q2	$1.92M	Buy	19,517 +1,571	+9%	+$148K	﹤0.01%	1348
2025 Q1	$1.64M	Buy	17,946 +976	+6%	+$95.1K	﹤0.01%	1337
2024 Q4	$1.67M	Sell	16,970 -1,076	-6%	-$111K	﹤0.01%	1252
2024 Q3	$1.85M	Buy	18,046 +76	+0.4%	+$7.53K	﹤0.01%	1101
2024 Q2	$1.74M	Sell	17,970 -2,307	-11%	-$242K	﹤0.01%	1057
2024 Q1	$2.23M	Buy	20,277 +4,208	+26%	+$412K	﹤0.01%	926
2023 Q4	$1.43M	Buy	16,069 +1,916	+14%	+$157K	﹤0.01%	1059
2023 Q3	$1.14M	Buy	+14,153	New	+$1.16M	﹤0.01%	1106

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 Planning's XMHQ Position: Q1 2026 in Review

Creative Planning reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 17% in Q1 2026, selling an estimated $454K and leaving 20,504 shares worth $2.12M. The position accounts for ﹤0.01% of the portfolio, ranked #1844.

Creative Planning first reported a position in XMHQ in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.54M in Q4 2025. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

Creative Planning held 20,504 shares of Invesco S&P MidCap Quality ETF worth $2.12M as of Q1 2026.
Creative Planning sold 4,277 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $454K.
Invesco S&P MidCap Quality ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1844 holding.
Creative Planning first reported a position in Invesco S&P MidCap Quality ETF in Q3 2023 and has held it in 11 quarters since.
Creative Planning's Invesco S&P MidCap Quality ETF position peaked at $2.54M in Q4 2025.
423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.