Joel Greenblatt’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Joel Greenblatt’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 Q2	$8.97M	Buy	79,486 +12,469	+19%	+$1.36M	0.02%	822
2026 Q1	$6.93M	Buy	67,017 +17,710	+36%	+$1.88M	0.02%	787
2025 Q4	$5.05M	Buy	49,307 +4,085	+9%	+$421K	0.02%	809
2025 Q3	$4.75M	Buy	45,222 +770	+2%	+$79.3K	0.02%	794
2025 Q2	$4.37M	Sell	44,452 -16,248	-27%	-$1.53M	0.03%	707
2025 Q1	$5.56M	Buy	60,700 +15,876	+35%	+$1.55M	0.05%	501
2024 Q4	$4.41M	Buy	44,824 +10,593	+31%	+$1.1M	0.04%	537
2024 Q3	$3.51M	Buy	34,231 +4,760	+16%	+$471K	0.04%	583
2024 Q2	$2.86M	Buy	29,471 +24,695	+517%	+$2.59M	0.04%	582
2024 Q1	$526K	Buy	+4,776	New	+$468K	0.01%	1030

Other funds holding XMHQ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Joel Greenblatt's XMHQ Position: Q2 2026 in Review

Joel Greenblatt increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 19% in Q2 2026, buying an estimated $1.36M and bringing the position to 79,486 shares worth $8.97M. The position accounts for 0.02% of the portfolio, ranked #822.

Joel Greenblatt first reported a position in XMHQ in Q1 2024 and has held it in 10 quarters since. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Joel Greenblatt held 79,486 shares of Invesco S&P MidCap Quality ETF worth $8.97M as of Q2 2026.
Joel Greenblatt bought 12,469 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $1.36M.
Invesco S&P MidCap Quality ETF made up 0.02% of Joel Greenblatt's portfolio in Q2 2026, its #822 holding.
Joel Greenblatt first reported a position in Invesco S&P MidCap Quality ETF in Q1 2024 and has held it in 10 quarters since.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.