Golden State Wealth Management’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Golden State Wealth Management’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	$1.04M	Buy	10,048 +816	+9%	+$86.6K	0.11%	156
2025 Q4	$946K	Buy	9,232 +635	+7%	+$65.5K	0.1%	164
2025 Q3	$902K	Buy	8,597 +422	+5%	+$43.4K	0.1%	157
2025 Q2	$803K	Buy	8,175 +1,339	+20%	+$126K	0.1%	165
2025 Q1	$626K	Buy	6,836 +1,205	+21%	+$117K	0.09%	169
2024 Q4	$555K	Buy	+5,631	New	+$583K	0.08%	182

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

Golden State Wealth Management's XMHQ Position: Q1 2026 in Review

Golden State Wealth Management increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 8.8% in Q1 2026, buying an estimated $86.6K and bringing the position to 10,048 shares worth $1.04M. The position accounts for 0.11% of the portfolio, ranked #156.

Golden State Wealth Management first reported a position in XMHQ in Q4 2024 and has held it in 6 quarters since. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

Golden State Wealth Management held 10,048 shares of Invesco S&P MidCap Quality ETF worth $1.04M as of Q1 2026.
Golden State Wealth Management bought 816 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $86.6K.
Invesco S&P MidCap Quality ETF made up 0.11% of Golden State Wealth Management's portfolio in Q1 2026, its #156 holding.
Golden State Wealth Management first reported a position in Invesco S&P MidCap Quality ETF in Q4 2024 and has held it in 6 quarters since.
423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.