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Cresset Asset Management’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Cresset Asset 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
2025
Q4 		– Sell
-2,049
Closed -$215K – 1708
2025
Q3 		$215K Buy
+2,049
New +$211K ﹤0.01% 1400

Other funds holding XMHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cresset Asset Management's XMHQ Position: Q4 2025 in Review

Cresset Asset Management sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q4 2025, closing a stake of 2,049 shares — an estimated $215K sold.

Cresset Asset Management first reported a position in XMHQ in Q3 2025 and held it in 1 quarter. The position peaked at $215K in Q3 2025. 422 funds tracked by Wall St. Rank hold XMHQ as of Q4 2025.

  • Cresset Asset Management reported no remaining Invesco S&P MidCap Quality ETF position as of Q4 2025 after selling out during the quarter.
  • Cresset Asset Management sold 2,049 Invesco S&P MidCap Quality ETF shares in Q4 2025, an estimated $215K.
  • Cresset Asset Management first reported a position in Invesco S&P MidCap Quality ETF in Q3 2025 and held it in 1 quarter.
  • Cresset Asset Management's Invesco S&P MidCap Quality ETF position peaked at $215K in Q3 2025.
  • 422 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q4 2025.

Based on Cresset Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.