Horizon Family Wealth’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Horizon Family Wealth’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	$2.47M	Buy	23,899 +54	+0.2%	+$5.73K	1.31%	21
2025 Q4	$2.44M	Buy	23,845 +632	+3%	+$65.2K	1.3%	21
2025 Q3	$2.44M	Buy	23,213 +6	+0%	+$618	1.4%	18
2025 Q2	$2.28M	Buy	23,207 +810	+4%	+$76.5K	1.39%	17
2025 Q1	$2.05M	Sell	22,397 -197	-0.9%	-$19.2K	1.37%	15
2024 Q4	$2.22M	Buy	+22,594	New	+$2.34M	1.48%	15

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

Horizon Family Wealth's XMHQ Position: Q1 2026 in Review

Horizon Family Wealth increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 0.23% in Q1 2026, buying an estimated $5.73K and bringing the position to 23,899 shares worth $2.47M. The position accounts for 1.31% of the portfolio, ranked #21.

Horizon Family Wealth 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.

Horizon Family Wealth held 23,899 shares of Invesco S&P MidCap Quality ETF worth $2.47M as of Q1 2026.
Horizon Family Wealth bought 54 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $5.73K.
Invesco S&P MidCap Quality ETF made up 1.31% of Horizon Family Wealth's portfolio in Q1 2026, its #21 holding.
Horizon Family Wealth 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 Horizon Family Wealth's 13F filing for Q1 2026, filed 8 May 2026.