Ethos Capital Management’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Ethos Capital Management’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	$558K	Sell	4,998 -767	-13%	-$88.6K	0.37%	45
2026 Q2	$651K	Sell	5,765 -2,750	-32%	-$300K	0.46%	43
2026 Q1	$880K	Sell	8,515 -2,770	-25%	-$294K	0.76%	47
2025 Q4	$1.16M	Buy	+11,285	New	+$1.16M	1.09%	44

Other funds holding XMHQ

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Straightline Group Troy, Michigan $139M AUM 2.92% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.69B AUM 20.41% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Ethos Capital Management's XMHQ Position: Q3 2026 in Review

Ethos Capital Management reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 13% in Q3 2026, selling an estimated $88.6K and leaving 4,998 shares worth $558K. The position accounts for 0.37% of the portfolio, ranked #45.

Ethos Capital Management first reported a position in XMHQ in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.16M in Q4 2025. 338 funds tracked by Wall St. Rank hold XMHQ as of Q3 2026.

Ethos Capital Management held 4,998 shares of Invesco S&P MidCap Quality ETF worth $558K as of Q3 2026.
Ethos Capital Management sold 767 Invesco S&P MidCap Quality ETF shares in Q3 2026, an estimated $88.6K.
Invesco S&P MidCap Quality ETF made up 0.37% of Ethos Capital Management's portfolio in Q3 2026, its #45 holding.
Ethos Capital Management first reported a position in Invesco S&P MidCap Quality ETF in Q4 2025 and has held it in 4 quarters since.
Ethos Capital Management's Invesco S&P MidCap Quality ETF position peaked at $1.16M in Q4 2025.
338 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q3 2026.

Based on Ethos Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.