Liberty Square Wealth Partners’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Liberty Square Wealth Partners’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	$9.53M	Buy	92,178 +9,664	+12%	+$1.03M	2.66%	10
2025 Q4	$8.45M	Buy	82,514 +21,653	+36%	+$2.23M	2.41%	11
2025 Q3	$6.39M	Buy	60,861 +16,042	+36%	+$1.65M	1.97%	9
2025 Q2	$4.4M	Buy	44,819 +11,232	+33%	+$1.06M	1.52%	14
2025 Q1	$3.07M	Buy	33,587 +3,746	+13%	+$365K	1.17%	14
2024 Q4	$2.99M	Buy	+29,841	New	+$3.09M	1.09%	15

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

Liberty Square Wealth Partners's XMHQ Position: Q1 2026 in Review

Liberty Square Wealth Partners increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 12% in Q1 2026, buying an estimated $1.03M and bringing the position to 92,178 shares worth $9.53M. The position accounts for 2.66% of the portfolio, ranked #10.

Liberty Square Wealth Partners first reported a position in XMHQ in Q4 2024 and has held it in 6 quarters since. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

Liberty Square Wealth Partners held 92,178 shares of Invesco S&P MidCap Quality ETF worth $9.53M as of Q1 2026.
Liberty Square Wealth Partners bought 9,664 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $1.03M.
Invesco S&P MidCap Quality ETF made up 2.66% of Liberty Square Wealth Partners's portfolio in Q1 2026, its #10 holding.
Liberty Square Wealth Partners first reported a position in Invesco S&P MidCap Quality ETF in Q4 2024 and has held it in 6 quarters since.
423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.