Investmark Advisory Group’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Investmark Advisory Group’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	$442K	Hold	4,275	–	–	0.19%	84
2025 Q4	$438K	Hold	4,275	–	–	0.19%	84
2025 Q3	$449K	Hold	4,275	–	–	0.19%	84
2025 Q2	$420K	Hold	4,275	–	–	0.2%	82
2025 Q1	$391K	Sell	4,275 -1,200	-22%	-$117K	0.19%	76
2024 Q4	$539K	Hold	5,475	–	–	0.26%	63
2024 Q3	$562K	Hold	5,475	–	–	0.27%	64
2024 Q2	$531K	Hold	5,475	–	–	0.28%	64
2024 Q1	$603K	Hold	5,475	–	–	0.33%	63
2023 Q4	$486K	Hold	5,475	–	–	0.28%	67
2023 Q3	$441K	Hold	5,475	–	–	0.3%	63
2023 Q2	$442K	Buy	+5,475	New	+$409K	0.29%	63

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

Investmark Advisory Group's XMHQ Position: Q1 2026 in Review

Investmark Advisory Group held its Invesco S&P MidCap Quality ETF (XMHQ) position steady in Q1 2026 at 4,275 shares worth $442K. The position accounts for 0.19% of the portfolio, ranked #84.

Investmark Advisory Group first reported a position in XMHQ in Q2 2023 and has held it in 12 quarters since. The position peaked at $603K in Q1 2024. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

Investmark Advisory Group held 4,275 shares of Invesco S&P MidCap Quality ETF worth $442K as of Q1 2026.
Investmark Advisory Group left its Invesco S&P MidCap Quality ETF share count unchanged in Q1 2026.
Invesco S&P MidCap Quality ETF made up 0.19% of Investmark Advisory Group's portfolio in Q1 2026, its #84 holding.
Investmark Advisory Group first reported a position in Invesco S&P MidCap Quality ETF in Q2 2023 and has held it in 12 quarters since.
Investmark Advisory Group's Invesco S&P MidCap Quality ETF position peaked at $603K in Q1 2024.
423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.