Krilogy Financial’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Krilogy Financial’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 Q3	$525K	Sell	4,593 -228	-5%	-$26.3K	0.01%	651
2026 Q2	$544K	Buy	4,821 +17	+0.4%	+$1.85K	0.02%	608
2026 Q1	$515K	Buy	4,804 +15	+0.3%	+$1.59K	0.02%	572
2025 Q4	$521K	Sell	4,789 -20	-0.4%	-$2.06K	0.02%	544
2025 Q3	$495K	Buy	+4,809	New	+$495K	0.02%	530

Other funds holding XMHQ

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

TCOT

Trust Company of Toledo Holland, Ohio $1.25B AUM 28.18% 1-Year Est. Return

Madrona Financial Services Everett, Washington $646M AUM 23.24% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

Oasis Advisors Forest City, Iowa $238M AUM 11% 1-Year Est. Return

Krilogy Financial's XMHQ Position: Q3 2026 in Review

Krilogy Financial reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 4.7% in Q3 2026, selling an estimated $26.3K and leaving 4,593 shares worth $525K. The position accounts for 0.01% of the portfolio, ranked #651.

Krilogy Financial first reported a position in XMHQ in Q3 2025 and has held it in 5 quarters since. The position peaked at $544K in Q2 2026. 124 funds tracked by Wall St. Rank hold XMHQ as of Q3 2026.

Krilogy Financial held 4,593 shares of Invesco S&P MidCap Quality ETF worth $525K as of Q3 2026.
Krilogy Financial sold 228 Invesco S&P MidCap Quality ETF shares in Q3 2026, an estimated $26.3K.
Invesco S&P MidCap Quality ETF made up 0.01% of Krilogy Financial's portfolio in Q3 2026, its #651 holding.
Krilogy Financial first reported a position in Invesco S&P MidCap Quality ETF in Q3 2025 and has held it in 5 quarters since.
Krilogy Financial's Invesco S&P MidCap Quality ETF position peaked at $544K in Q2 2026.
124 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.