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

Crewe Advisors’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
-361
Closed -$37.9K – 1135
2025
Q3 		$37.9K Hold
361
– – ﹤0.01% 406
2025
Q2 		$35.5K Hold
361
– – 0.01% 313
2025
Q1 		$33K Buy
+361
New +$35.2K ﹤0.01% 304

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

Crewe Advisors's XMHQ Position: Q4 2025 in Review

Crewe Advisors sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q4 2025, closing a stake of 361 shares — an estimated $37.9K sold.

Crewe Advisors first reported a position in XMHQ in Q1 2025 and held it in 3 quarters. The position peaked at $37.9K in Q3 2025. 422 funds tracked by Wall St. Rank hold XMHQ as of Q4 2025.

  • Crewe Advisors reported no remaining Invesco S&P MidCap Quality ETF position as of Q4 2025 after selling out during the quarter.
  • Crewe Advisors sold 361 Invesco S&P MidCap Quality ETF shares in Q4 2025, an estimated $37.9K.
  • Crewe Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q1 2025 and held it in 3 quarters.
  • Crewe Advisors's Invesco S&P MidCap Quality ETF position peaked at $37.9K in Q3 2025.
  • 422 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q4 2025.

Based on Crewe Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.