HPC
XMHQ icon

HM Payson & Co’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

HM Payson & Co’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
-9,900
Closed -$1.04M – 1211
2025
Q3 		$1.04M Hold
9,900
– – 0.01% 220
2025
Q2 		$973K Hold
9,900
– – 0.02% 218
2025
Q1 		$906K Hold
9,900
– – 0.02% 223
2024
Q4 		$975K Hold
9,900
– – 0.02% 218
2024
Q3 		$1.02M Buy
+9,900
New +$980K 0.02% 214

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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HM Payson & Co's XMHQ Position: Q4 2025 in Review

HM Payson & Co sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q4 2025, closing a stake of 9,900 shares — an estimated $1.04M sold.

HM Payson & Co first reported a position in XMHQ in Q3 2024 and held it in 5 quarters. The position peaked at $1.04M in Q3 2025. 422 funds tracked by Wall St. Rank hold XMHQ as of Q4 2025.

  • HM Payson & Co reported no remaining Invesco S&P MidCap Quality ETF position as of Q4 2025 after selling out during the quarter.
  • HM Payson & Co sold 9,900 Invesco S&P MidCap Quality ETF shares in Q4 2025, an estimated $1.04M.
  • HM Payson & Co first reported a position in Invesco S&P MidCap Quality ETF in Q3 2024 and held it in 5 quarters.
  • HM Payson & Co's Invesco S&P MidCap Quality ETF position peaked at $1.04M in Q3 2025.
  • 422 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q4 2025.

Based on HM Payson & Co's 13F filing for Q4 2025, filed 12 Feb 2026.