CX Institutional’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

CX Institutional’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	$10K	Hold	87	–	–	﹤0.01%	1361
2026 Q2	$10K	Buy	87 +1	+1%	+$109	﹤0.01%	1297
2026 Q1	$9K	Hold	86	–	–	﹤0.01%	1318
2025 Q4	$9K	Hold	86	–	–	﹤0.01%	1212
2025 Q3	$9K	Hold	86	–	–	﹤0.01%	1217
2025 Q2	$8K	Buy	+86	New	+$8.12K	﹤0.01%	1069

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

CX Institutional's XMHQ Position: Q3 2026 in Review

CX Institutional held its Invesco S&P MidCap Quality ETF (XMHQ) position steady in Q3 2026 at 87 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1361.

CX Institutional first reported a position in XMHQ in Q2 2025 and has held it in 6 quarters since. 123 funds tracked by Wall St. Rank hold XMHQ as of Q3 2026.

CX Institutional held 87 shares of Invesco S&P MidCap Quality ETF worth $10K as of Q3 2026.
CX Institutional left its Invesco S&P MidCap Quality ETF share count unchanged in Q3 2026.
Invesco S&P MidCap Quality ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1361 holding.
CX Institutional first reported a position in Invesco S&P MidCap Quality ETF in Q2 2025 and has held it in 6 quarters since.
123 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.