Dynamic Advisor Solutions
XMHQ icon

Dynamic Advisor Solutions’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Dynamic Advisor Solutions’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 		$725K Buy
6,495
+308
+5% +$35.6K 0.02% 548
2026
Q2 		$698K Buy
6,187
+492
+9% +$53.6K 0.02% 581
2026
Q1 		$589K Sell
5,695
-410
-7% -$43.5K 0.02% 598
2025
Q4 		$625K Sell
6,105
-862
-12% -$88.9K 0.02% 573
2025
Q3 		$731K Sell
6,967
-1,725
-20% -$178K 0.02% 534
2025
Q2 		$854K Sell
8,692
-429
-5% -$40.5K 0.03% 487
2025
Q1 		$835K Sell
9,121
-476
-5% -$46.4K 0.03% 463
2024
Q4 		$945K Buy
9,597
+81
+0.9% +$8.39K 0.04% 323
2024
Q3 		$976K Sell
9,516
-301
-3% -$29.8K 0.03% 460
2024
Q2 		$953K Buy
9,817
+456
+5% +$47.8K 0.03% 471
2024
Q1 		$1.03M Buy
9,361
+337
+4% +$33K 0.03% 442
2023
Q4 		$783K Buy
9,024
+3,550
+65% +$292K 0.03% 470
2023
Q3 		$441K Sell
5,474
-391
-7% -$32.1K 0.02% 555
2023
Q2 		$473K Sell
5,865
-1,799
-23% -$135K 0.02% 514
2023
Q1 		$562K Sell
7,664
-1,122
-13% -$82K 0.03% 446
2022
Q4 		$607K Sell
8,786
-2,341
-21% -$163K 0.04% 396
2022
Q3 		$693K Buy
11,127
+2,986
+37% +$202K 0.05% 319
2022
Q2 		$518K Sell
8,141
-6,271
-44% -$436K 0.04% 391
2022
Q1 		$1.09M Buy
+14,412
New +$1.1M 0.08% 248

Other funds holding XMHQ

Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
TCOT
Trust Company of Toledo Holland, Ohio $1.25B AUM 28.18% 1-Year Est. Return
XY Planning Network
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $238M AUM 11% 1-Year Est. Return
CWM
Clearview Wealth Management Irvine, California $133M AUM
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
CWP
Clark Wealth Partners O'fallon, Illinois $193M AUM 14.97% 1-Year Est. Return

Dynamic Advisor Solutions's XMHQ Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 5% in Q3 2026, buying an estimated $35.6K and bringing the position to 6,495 shares worth $725K. The position accounts for 0.02% of the portfolio, ranked #548.

Dynamic Advisor Solutions first reported a position in XMHQ in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.09M in Q1 2022. 73 funds tracked by Wall St. Rank hold XMHQ as of Q3 2026.

  • Dynamic Advisor Solutions held 6,495 shares of Invesco S&P MidCap Quality ETF worth $725K as of Q3 2026.
  • Dynamic Advisor Solutions bought 308 Invesco S&P MidCap Quality ETF shares in Q3 2026, an estimated $35.6K.
  • Invesco S&P MidCap Quality ETF made up 0.02% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #548 holding.
  • Dynamic Advisor Solutions first reported a position in Invesco S&P MidCap Quality ETF in Q1 2022 and has held it in 19 quarters since.
  • Dynamic Advisor Solutions's Invesco S&P MidCap Quality ETF position peaked at $1.09M in Q1 2022.
  • 73 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.