Focus Partners Wealth’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Focus Partners Wealth’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	$45.6M	Sell	440,978 -10,852	-2%	-$1.15M	0.05%	309
2025 Q4	$47M	Sell	451,830 -3,931	-0.9%	-$406K	0.05%	297
2025 Q3	$47.8M	Buy	455,761 +24,805	+6%	+$2.55M	0.08%	219
2025 Q2	$42.3M	Buy	430,956 +2,892	+0.7%	+$273K	0.09%	208
2025 Q1	$33.3M	Sell	428,064 -4,054	-0.9%	-$395K	0.08%	233
2024 Q4	$42.6M	Buy	432,118 +75,193	+21%	+$7.78M	0.11%	181
2024 Q3	$46.6M	Buy	356,925 +195,169	+121%	+$19.3M	0.15%	150
2024 Q2	$15.7M	Buy	+161,756	New	+$17M	0.05%	281

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

Focus Partners Wealth's XMHQ Position: Q1 2026 in Review

Focus Partners Wealth reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 2.4% in Q1 2026, selling an estimated $1.15M and leaving 440,978 shares worth $45.6M. The position accounts for 0.05% of the portfolio, ranked #309.

Focus Partners Wealth first reported a position in XMHQ in Q2 2024 and has held it in 8 quarters since. The position peaked at $47.8M in Q3 2025. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

Focus Partners Wealth held 440,978 shares of Invesco S&P MidCap Quality ETF worth $45.6M as of Q1 2026.
Focus Partners Wealth sold 10,852 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $1.15M.
Invesco S&P MidCap Quality ETF made up 0.05% of Focus Partners Wealth's portfolio in Q1 2026, its #309 holding.
Focus Partners Wealth first reported a position in Invesco S&P MidCap Quality ETF in Q2 2024 and has held it in 8 quarters since.
Focus Partners Wealth's Invesco S&P MidCap Quality ETF position peaked at $47.8M in Q3 2025.
423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.