Keystone Wealth Services’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Keystone Wealth Services’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	-2,598	Closed	-$273K	–	319
2025 Q3	$273K	Sell	2,598 -870	-25%	-$89.5K	0.06%	253
2025 Q2	$341K	Sell	3,468 -275	-7%	-$26K	0.08%	213
2025 Q1	$343K	Sell	3,743 -1,168	-24%	-$114K	0.09%	190
2024 Q4	$484K	Sell	4,911 -8,214	-63%	-$850K	0.13%	154
2024 Q3	$1.35M	Sell	13,125 -1,857	-12%	-$184K	0.37%	67
2024 Q2	$1.45M	Buy	14,982 +1,819	+14%	+$191K	0.45%	52
2024 Q1	$1.45M	Buy	+13,163	New	+$1.29M	0.47%	51

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Keystone Wealth Services's XMHQ Position: Q4 2025 in Review

Keystone Wealth Services sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q4 2025, closing a stake of 2,598 shares — an estimated $273K sold.

Keystone Wealth Services first reported a position in XMHQ in Q1 2024 and held it in 7 quarters. The position peaked at $1.45M in Q2 2024. 420 funds tracked by Wall St. Rank hold XMHQ as of Q4 2025.

Keystone Wealth Services reported no remaining Invesco S&P MidCap Quality ETF position as of Q4 2025 after selling out during the quarter.
Keystone Wealth Services sold 2,598 Invesco S&P MidCap Quality ETF shares in Q4 2025, an estimated $273K.
Keystone Wealth Services first reported a position in Invesco S&P MidCap Quality ETF in Q1 2024 and held it in 7 quarters.
Keystone Wealth Services's Invesco S&P MidCap Quality ETF position peaked at $1.45M in Q2 2024.
420 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q4 2025.

Based on Keystone Wealth Services's 13F filing for Q4 2025, filed 26 Jan 2026.