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Financial Gravity Asset Management’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Financial Gravity Asset 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
Q1 		$48.1K Sell
465
-315
-40% -$33.4K 0.01% 304
2025
Q4 		$79.9K Hold
780
– – 0.02% 204
2025
Q3 		$81.9K Buy
+780
New +$80.3K 0.02% 244

Other funds holding XMHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Financial Gravity Asset Management's XMHQ Position: Q1 2026 in Review

Financial Gravity Asset Management reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 40% in Q1 2026, selling an estimated $33.4K and leaving 465 shares worth $48.1K. The position accounts for 0.01% of the portfolio, ranked #304.

Financial Gravity Asset Management first reported a position in XMHQ in Q3 2025 and has held it in 3 quarters since. The position peaked at $81.9K in Q3 2025. 427 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

  • Financial Gravity Asset Management held 465 shares of Invesco S&P MidCap Quality ETF worth $48.1K as of Q1 2026.
  • Financial Gravity Asset Management sold 315 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $33.4K.
  • Invesco S&P MidCap Quality ETF made up 0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #304 holding.
  • Financial Gravity Asset Management first reported a position in Invesco S&P MidCap Quality ETF in Q3 2025 and has held it in 3 quarters since.
  • Financial Gravity Asset Management's Invesco S&P MidCap Quality ETF position peaked at $81.9K in Q3 2025.
  • 427 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.