Galvin Gaustad & Stein’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Galvin Gaustad & Stein’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	-2,000	Closed	-$210K	–	258
2025 Q3	$210K	Buy	+2,000	New	+$206K	0.02%	202
2025 Q2	–	Sell	-2,500	Closed	-$229K	–	200
2025 Q1	$229K	Sell	2,500 -500	-17%	-$48.7K	0.02%	168
2024 Q4	$295K	Buy	+3,000	New	+$311K	0.03%	156

Other funds holding XMHQ

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

Morgan Stanley New York $1.89T AUM 35.08% 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 $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Galvin Gaustad & Stein's XMHQ Position: Q4 2025 in Review

Galvin Gaustad & Stein sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q4 2025, closing a stake of 2,000 shares — an estimated $210K sold.

Galvin Gaustad & Stein first reported a position in XMHQ in Q4 2024 and held it in 3 quarters. The position peaked at $295K in Q4 2024. 422 funds tracked by Wall St. Rank hold XMHQ as of Q4 2025.

Galvin Gaustad & Stein reported no remaining Invesco S&P MidCap Quality ETF position as of Q4 2025 after selling out during the quarter.
Galvin Gaustad & Stein sold 2,000 Invesco S&P MidCap Quality ETF shares in Q4 2025, an estimated $210K.
Galvin Gaustad & Stein first reported a position in Invesco S&P MidCap Quality ETF in Q4 2024 and held it in 3 quarters.
Galvin Gaustad & Stein's Invesco S&P MidCap Quality ETF position peaked at $295K in Q4 2024.
422 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q4 2025.

Based on Galvin Gaustad & Stein's 13F filing for Q4 2025, filed 23 Jan 2026.