Financial Freedom LLC’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Financial Freedom LLC’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	$27.6K	Hold	267	–	–	0.01%	206
2025 Q4	$27.3K	Sell	267 -2,028	-88%	-$209K	0.01%	197
2025 Q3	$241K	Sell	2,295 -8,474	-79%	-$872K	0.12%	95
2025 Q2	$1.06M	Sell	10,769 -9,018	-46%	-$851K	0.57%	39
2025 Q1	$1.81M	Sell	19,787 -4,218	-18%	-$411K	1.04%	26
2024 Q4	$2.36M	Buy	24,005 +2,627	+12%	+$272K	1.25%	24
2024 Q3	$2.19M	Buy	21,378 +1,302	+6%	+$129K	1.16%	25
2024 Q2	$1.95M	Buy	20,076 +11,405	+132%	+$1.2M	1.11%	26
2024 Q1	$954K	Buy	8,671 +4,931	+132%	+$483K	0.57%	35
2023 Q4	$332K	Buy	3,740 +1,271	+51%	+$104K	0.21%	72
2023 Q3	$199K	Buy	+2,469	New	+$203K	0.14%	92

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

Financial Freedom LLC's XMHQ Position: Q1 2026 in Review

Financial Freedom LLC held its Invesco S&P MidCap Quality ETF (XMHQ) position steady in Q1 2026 at 267 shares worth $27.6K. The position accounts for 0.01% of the portfolio, ranked #206.

Financial Freedom LLC first reported a position in XMHQ in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.36M in Q4 2024. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

Financial Freedom LLC held 267 shares of Invesco S&P MidCap Quality ETF worth $27.6K as of Q1 2026.
Financial Freedom LLC left its Invesco S&P MidCap Quality ETF share count unchanged in Q1 2026.
Invesco S&P MidCap Quality ETF made up 0.01% of Financial Freedom LLC's portfolio in Q1 2026, its #206 holding.
Financial Freedom LLC first reported a position in Invesco S&P MidCap Quality ETF in Q3 2023 and has held it in 11 quarters since.
Financial Freedom LLC's Invesco S&P MidCap Quality ETF position peaked at $2.36M in Q4 2024.
423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.