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Equitable Holdings’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Equitable Holdings’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 		$10.8M Sell
105,709
-33,824
-24% -$3.59M 0.07% 270
2025
Q4 		$14.3M Sell
139,533
-22,860
-14% -$2.36M 0.1% 185
2025
Q3 		$17M Buy
162,393
+5,840
+4% +$601K 0.13% 147
2025
Q2 		$15.4M Sell
156,553
-30,099
-16% -$2.84M 0.13% 144
2025
Q1 		$17.1M Sell
186,652
-44,535
-19% -$4.34M 0.16% 118
2024
Q4 		$22.8M Buy
231,187
+3,006
+1% +$311K 0.22% 97
2024
Q3 		$23.4M Buy
228,181
+34,853
+18% +$3.45M 0.23% 91
2024
Q2 		$18.8M Buy
193,328
+83,109
+75% +$8.71M 0.2% 96
2024
Q1 		$12.1M Buy
110,219
+24,084
+28% +$2.36M 0.14% 129
2023
Q4 		$7.64M Buy
86,135
+52,252
+154% +$4.29M 0.09% 169
2023
Q3 		$2.73M Buy
33,883
+28,002
+476% +$2.3M 0.04% 291
2023
Q2 		$475K Sell
5,881
-27
-0.5% -$2.02K 0.01% 717
2023
Q1 		$434K Buy
5,908
+378
+7% +$27.6K 0.01% 681
2022
Q4 		$382K Buy
+5,530
New +$385K 0.01% 675

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

Equitable Holdings's XMHQ Position: Q1 2026 in Review

Equitable Holdings reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 24% in Q1 2026, selling an estimated $3.59M and leaving 105,709 shares worth $10.8M. The position accounts for 0.07% of the portfolio, ranked #270.

Equitable Holdings first reported a position in XMHQ in Q4 2022 and has held it in 14 quarters since. The position peaked at $23.4M in Q3 2024. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

  • Equitable Holdings held 105,709 shares of Invesco S&P MidCap Quality ETF worth $10.8M as of Q1 2026.
  • Equitable Holdings sold 33,824 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $3.59M.
  • Invesco S&P MidCap Quality ETF made up 0.07% of Equitable Holdings's portfolio in Q1 2026, its #270 holding.
  • Equitable Holdings first reported a position in Invesco S&P MidCap Quality ETF in Q4 2022 and has held it in 14 quarters since.
  • Equitable Holdings's Invesco S&P MidCap Quality ETF position peaked at $23.4M in Q3 2024.
  • 423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.