GIA
XMHQ icon

Gladstone Institutional Advisory’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Gladstone Institutional Advisory’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 		$499K Buy
4,822
+919
+24% +$97.5K 0.02% 539
2025
Q4 		$400K Buy
+3,903
New +$403K 0.02% 548

Other funds holding XMHQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gladstone Institutional Advisory's XMHQ Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 24% in Q1 2026, buying an estimated $97.5K and bringing the position to 4,822 shares worth $499K. The position accounts for 0.02% of the portfolio, ranked #539.

Gladstone Institutional Advisory first reported a position in XMHQ in Q4 2025 and has held it in 2 quarters since. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

  • Gladstone Institutional Advisory held 4,822 shares of Invesco S&P MidCap Quality ETF worth $499K as of Q1 2026.
  • Gladstone Institutional Advisory bought 919 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $97.5K.
  • Invesco S&P MidCap Quality ETF made up 0.02% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #539 holding.
  • Gladstone Institutional Advisory first reported a position in Invesco S&P MidCap Quality ETF in Q4 2025 and has held it in 2 quarters since.
  • 423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.