Liberty One Investment Management’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Liberty One Investment Management’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	–	Sell	-35,818	Closed	-$3.67M	–	166
2025 Q4	$3.67M	Sell	35,818 -19,903	-36%	-$2.05M	0.47%	58
2025 Q3	$5.85M	Sell	55,721 -1,429	-3%	-$147K	0.33%	63
2025 Q2	$5.61M	Buy	57,150 +273	+0.5%	+$25.8K	0.57%	38
2025 Q1	$5.21M	Sell	56,877 -1,811	-3%	-$177K	0.53%	45
2024 Q4	$5.78M	Sell	58,688 -2,196	-4%	-$227K	0.63%	35
2024 Q3	$6.25M	Sell	60,884 -151	-0.2%	-$15K	0.64%	32
2024 Q2	$5.92M	Sell	61,035 -2,124	-3%	-$223K	0.67%	32
2024 Q1	$6.95M	Buy	+63,159	New	+$6.18M	0.79%	32

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 $79.5B AUM 27.1% 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

Liberty One Investment Management's XMHQ Position: Q1 2026 in Review

Liberty One Investment Management sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q1 2026, closing a stake of 35,818 shares — an estimated $3.67M sold.

Liberty One Investment Management first reported a position in XMHQ in Q1 2024 and held it in 8 quarters. The position peaked at $6.95M in Q1 2024. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

Liberty One Investment Management reported no remaining Invesco S&P MidCap Quality ETF position as of Q1 2026 after selling out during the quarter.
Liberty One Investment Management sold 35,818 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $3.67M.
Liberty One Investment Management first reported a position in Invesco S&P MidCap Quality ETF in Q1 2024 and held it in 8 quarters.
Liberty One Investment Management's Invesco S&P MidCap Quality ETF position peaked at $6.95M in Q1 2024.
423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Liberty One Investment Management's 13F filing for Q1 2026, filed 14 May 2026.