First Heartland Consultants’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

First Heartland Consultants’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
2025 Q4	–	Sell	-4,249	Closed	-$446K	–	568
2025 Q3	$446K	Sell	4,249 -19,195	-82%	-$1.98M	0.04%	310
2025 Q2	$2.3M	Buy	23,444 +2,293	+11%	+$216K	0.2%	102
2025 Q1	$1.94M	Sell	21,151 -1,758	-8%	-$171K	0.2%	100
2024 Q4	$2.26M	Sell	22,909 -11,547	-34%	-$1.2M	0.23%	95
2024 Q3	$3.53M	Sell	34,456 -15,764	-31%	-$1.56M	0.38%	55
2024 Q2	$4.87K	Buy	50,220 +13,109	+35%	+$1.37M	0.34%	56
2024 Q1	$4.08M	Buy	+37,111	New	+$3.63M	0.42%	67

Other funds holding XMHQ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Heartland Consultants's XMHQ Position: Q4 2025 in Review

First Heartland Consultants sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q4 2025, closing a stake of 4,249 shares — an estimated $446K sold.

First Heartland Consultants first reported a position in XMHQ in Q1 2024 and held it in 7 quarters. The position peaked at $4.08M in Q1 2024. 421 funds tracked by Wall St. Rank hold XMHQ as of Q4 2025.

First Heartland Consultants reported no remaining Invesco S&P MidCap Quality ETF position as of Q4 2025 after selling out during the quarter.
First Heartland Consultants sold 4,249 Invesco S&P MidCap Quality ETF shares in Q4 2025, an estimated $446K.
First Heartland Consultants first reported a position in Invesco S&P MidCap Quality ETF in Q1 2024 and held it in 7 quarters.
First Heartland Consultants's Invesco S&P MidCap Quality ETF position peaked at $4.08M in Q1 2024.
421 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q4 2025.

Based on First Heartland Consultants's 13F filing for Q4 2025, filed 9 Jan 2026.