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 Q3	$514K	Buy	4,600 +41	+0.9%	+$4.74K	0.24%	95
2026 Q2	$515K	Buy	4,559 +129	+3%	+$14K	0.23%	99
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

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

TCOT

Trust Company of Toledo Holland, Ohio $1.25B AUM 28.18% 1-Year Est. Return

Madrona Financial Services Everett, Washington $646M AUM 23.24% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

Oasis Advisors Forest City, Iowa $238M AUM 11% 1-Year Est. Return

CWC Advisors's XMHQ Position: Q3 2026 in Review

CWC Advisors increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 0.9% in Q3 2026, buying an estimated $4.74K and bringing the position to 4,600 shares worth $514K. The position accounts for 0.24% of the portfolio, ranked #95.

CWC Advisors first reported a position in XMHQ in Q2 2025 and has held it in 6 quarters since. The position peaked at $515K in Q2 2026. 123 funds tracked by Wall St. Rank hold XMHQ as of Q3 2026.

CWC Advisors held 4,600 shares of Invesco S&P MidCap Quality ETF worth $514K as of Q3 2026.
CWC Advisors bought 41 Invesco S&P MidCap Quality ETF shares in Q3 2026, an estimated $4.74K.
Invesco S&P MidCap Quality ETF made up 0.24% of CWC Advisors's portfolio in Q3 2026, its #95 holding.
CWC Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q2 2025 and has held it in 6 quarters since.
CWC Advisors's Invesco S&P MidCap Quality ETF position peaked at $515K in Q2 2026.
123 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q3 2026.

Based on CWC Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.