Foundations Investment Advisors’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Foundations Investment Advisors’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	$234K	Sell	2,264 -161,020	-99%	-$17.1M	﹤0.01%	1031
2025 Q4	$16.7M	Sell	163,284 -1,075	-0.7%	-$111K	0.22%	106
2025 Q3	$17.3M	Sell	164,359 -4,443	-3%	-$457K	0.25%	92
2025 Q2	$16.6M	Sell	168,802 -7,082	-4%	-$669K	0.26%	96
2025 Q1	$16.1M	Buy	175,884 +172,754	+5,519%	+$16.8M	0.3%	83
2024 Q4	$308K	Sell	3,130 -395	-11%	-$40.9K	0.01%	655
2024 Q3	$362K	Buy	+3,525	New	+$349K	0.01%	589

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

Foundations Investment Advisors's XMHQ Position: Q1 2026 in Review

Foundations Investment Advisors reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 99% in Q1 2026, selling an estimated $17.1M and leaving 2,264 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #1031.

Foundations Investment Advisors first reported a position in XMHQ in Q3 2024 and has held it in 7 quarters since. The position peaked at $17.3M in Q3 2025. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

Foundations Investment Advisors held 2,264 shares of Invesco S&P MidCap Quality ETF worth $234K as of Q1 2026.
Foundations Investment Advisors sold 161,020 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $17.1M.
Invesco S&P MidCap Quality ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #1031 holding.
Foundations Investment Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q3 2024 and has held it in 7 quarters since.
Foundations Investment Advisors's Invesco S&P MidCap Quality ETF position peaked at $17.3M in Q3 2025.
423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.