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

Foundry Financial’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 		– Sell
-2,176
Closed -$223K – 78
2025
Q4 		$223K Buy
+2,176
New +$224K 0.12% 64

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

Foundry Financial's XMHQ Position: Q1 2026 in Review

Foundry Financial sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q1 2026, closing a stake of 2,176 shares — an estimated $223K sold.

Foundry Financial first reported a position in XMHQ in Q4 2025 and held it in 1 quarter. The position peaked at $223K in Q4 2025. 427 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

  • Foundry Financial reported no remaining Invesco S&P MidCap Quality ETF position as of Q1 2026 after selling out during the quarter.
  • Foundry Financial sold 2,176 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $223K.
  • Foundry Financial first reported a position in Invesco S&P MidCap Quality ETF in Q4 2025 and held it in 1 quarter.
  • Foundry Financial's Invesco S&P MidCap Quality ETF position peaked at $223K in Q4 2025.
  • 427 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Foundry Financial's 13F filing for Q1 2026, filed 22 Apr 2026.