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

Crestwood Advisors Group’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	$30.6M	Buy	296,013 +10,247	+4%	+$1.09M	0.51%	53
2025 Q4	$29.3M	Buy	285,766 +7,372	+3%	+$760K	0.49%	58
2025 Q3	$29.2M	Buy	278,394 +10,235	+4%	+$1.05M	0.5%	59
2025 Q2	$26.3M	Sell	268,159 -29,352	-10%	-$2.77M	0.47%	65
2025 Q1	$27.2M	Buy	+297,511	New	+$29M	0.52%	59

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

Crestwood Advisors Group's XMHQ Position: Q1 2026 in Review

Crestwood Advisors Group increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 3.6% in Q1 2026, buying an estimated $1.09M and bringing the position to 296,013 shares worth $30.6M. The position accounts for 0.51% of the portfolio, ranked #53.

Crestwood Advisors Group first reported a position in XMHQ in Q1 2025 and has held it in 5 quarters since. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

Crestwood Advisors Group held 296,013 shares of Invesco S&P MidCap Quality ETF worth $30.6M as of Q1 2026.
Crestwood Advisors Group bought 10,247 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $1.09M.
Invesco S&P MidCap Quality ETF made up 0.51% of Crestwood Advisors Group's portfolio in Q1 2026, its #53 holding.
Crestwood Advisors Group first reported a position in Invesco S&P MidCap Quality ETF in Q1 2025 and has held it in 5 quarters since.
423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.