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

CWC 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
2026
Q1 		$458K Buy
4,430
+630
+17% +$66.8K 0.22% 100
2025
Q4 		$389K Buy
3,800
+902
+31% +$93K 0.19% 112
2025
Q3 		$304K Buy
2,898
+154
+6% +$15.8K 0.15% 123
2025
Q2 		$270K Buy
+2,744
New +$259K 0.14% 126

Other funds holding XMHQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CWC Advisors's XMHQ Position: Q1 2026 in Review

CWC Advisors increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 17% in Q1 2026, buying an estimated $66.8K and bringing the position to 4,430 shares worth $458K. The position accounts for 0.22% of the portfolio, ranked #100.

CWC Advisors first reported a position in XMHQ in Q2 2025 and has held it in 4 quarters since. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

  • CWC Advisors held 4,430 shares of Invesco S&P MidCap Quality ETF worth $458K as of Q1 2026.
  • CWC Advisors bought 630 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $66.8K.
  • Invesco S&P MidCap Quality ETF made up 0.22% of CWC Advisors's portfolio in Q1 2026, its #100 holding.
  • CWC Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q2 2025 and has held it in 4 quarters since.
  • 423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on CWC Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.