Elm3 Financial Group’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Elm3 Financial Group’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	$240K	Buy	2,318 +11	+0.5%	+$1.17K	0.2%	103
2025 Q4	$236K	Sell	2,307 -1,206	-34%	-$124K	0.2%	104
2025 Q3	$369K	Sell	3,513 -1,379	-28%	-$142K	0.3%	77
2025 Q2	$481K	Sell	4,892 -3,644	-43%	-$344K	0.4%	56
2025 Q1	$781K	Buy	8,536 +179	+2%	+$17.4K	0.69%	36
2024 Q4	$823K	Buy	+8,357	New	+$865K	0.7%	34

Other funds holding XMHQ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Elm3 Financial Group's XMHQ Position: Q1 2026 in Review

Elm3 Financial Group increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 0.48% in Q1 2026, buying an estimated $1.17K and bringing the position to 2,318 shares worth $240K. The position accounts for 0.2% of the portfolio, ranked #103.

Elm3 Financial Group first reported a position in XMHQ in Q4 2024 and has held it in 6 quarters since. The position peaked at $823K in Q4 2024. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

Elm3 Financial Group held 2,318 shares of Invesco S&P MidCap Quality ETF worth $240K as of Q1 2026.
Elm3 Financial Group bought 11 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $1.17K.
Invesco S&P MidCap Quality ETF made up 0.2% of Elm3 Financial Group's portfolio in Q1 2026, its #103 holding.
Elm3 Financial Group first reported a position in Invesco S&P MidCap Quality ETF in Q4 2024 and has held it in 6 quarters since.
Elm3 Financial Group's Invesco S&P MidCap Quality ETF position peaked at $823K in Q4 2024.
423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Elm3 Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.