Independent Advisor Alliance’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Independent Advisor Alliance’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	$19.6M	Buy	189,308 +168,382	+805%	+$17.9M	0.21%	98
2025 Q4	$2.14M	Sell	20,926 -541	-3%	-$55.8K	0.05%	291
2025 Q3	$2.25M	Sell	21,467 -261	-1%	-$26.9K	0.06%	269
2025 Q2	$2.13M	Buy	21,728 +3,977	+22%	+$375K	0.06%	261
2025 Q1	$1.62M	Sell	17,751 -217,582	-92%	-$21.2M	0.05%	288
2024 Q4	$23.2M	Buy	235,333 +222,325	+1,709%	+$23M	0.31%	67
2024 Q3	$1.33M	Buy	13,008 +3,221	+33%	+$319K	0.05%	281
2024 Q2	$950K	Buy	9,787 +1,517	+18%	+$159K	0.03%	334
2024 Q1	$910K	Buy	+8,270	New	+$810K	0.03%	338

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

Independent Advisor Alliance's XMHQ Position: Q1 2026 in Review

Independent Advisor Alliance increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 805% in Q1 2026, buying an estimated $17.9M and bringing the position to 189,308 shares worth $19.6M. The position accounts for 0.21% of the portfolio, ranked #98.

Independent Advisor Alliance first reported a position in XMHQ in Q1 2024 and has held it in 9 quarters since. The position peaked at $23.2M in Q4 2024. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

Independent Advisor Alliance held 189,308 shares of Invesco S&P MidCap Quality ETF worth $19.6M as of Q1 2026.
Independent Advisor Alliance bought 168,382 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $17.9M.
Invesco S&P MidCap Quality ETF made up 0.21% of Independent Advisor Alliance's portfolio in Q1 2026, its #98 holding.
Independent Advisor Alliance first reported a position in Invesco S&P MidCap Quality ETF in Q1 2024 and has held it in 9 quarters since.
Independent Advisor Alliance's Invesco S&P MidCap Quality ETF position peaked at $23.2M in Q4 2024.
423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.