ET
XMHQ icon

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

Equitable Trust’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 		$37.8M Buy
338,589
+39
+0% +$4.5K 1.59% 13
2026
Q2 		$38.2M Buy
338,550
+6,172
+2% +$672K 1.59% 12
2026
Q1 		$34.4M Buy
332,378
+2,736
+0.8% +$290K 1.59% 14
2025
Q4 		$33.8M Buy
329,642
+241,196
+273% +$24.9M 1.51% 13
2025
Q3 		$9.28M Buy
+88,446
New +$9.1M 0.43% 48

Other funds holding XMHQ

Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 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
LWM
Lighthouse Wealth Management Ashland, Ohio $165M AUM 13.81% 1-Year Est. Return

Equitable Trust's XMHQ Position: Q3 2026 in Review

Equitable Trust increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 0.01% in Q3 2026, buying an estimated $4.5K and bringing the position to 338,589 shares worth $37.8M. The position accounts for 1.59% of the portfolio, ranked #13.

Equitable Trust first reported a position in XMHQ in Q3 2025 and has held it in 5 quarters since. The position peaked at $38.2M in Q2 2026. 73 funds tracked by Wall St. Rank hold XMHQ as of Q3 2026.

  • Equitable Trust held 338,589 shares of Invesco S&P MidCap Quality ETF worth $37.8M as of Q3 2026.
  • Equitable Trust bought 39 Invesco S&P MidCap Quality ETF shares in Q3 2026, an estimated $4.5K.
  • Invesco S&P MidCap Quality ETF made up 1.59% of Equitable Trust's portfolio in Q3 2026, its #13 holding.
  • Equitable Trust first reported a position in Invesco S&P MidCap Quality ETF in Q3 2025 and has held it in 5 quarters since.
  • Equitable Trust's Invesco S&P MidCap Quality ETF position peaked at $38.2M in Q2 2026.
  • 73 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.