Live Oak Investment Partners’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Live Oak Investment 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	$5.14M	Buy	49,688 +2,241	+5%	+$238K	3.03%	8
2025 Q4	$4.86M	Buy	47,447 +319	+0.7%	+$32.9K	2.99%	8
2025 Q3	$4.95M	Buy	47,128 +3,944	+9%	+$406K	3.28%	6
2025 Q2	$4.24M	Sell	43,184 -908	-2%	-$85.7K	3.26%	6
2025 Q1	$4.04M	Buy	+44,092	New	+$4.3M	3.18%	6
2024 Q4	–	Hold	0	–	–	–	6
2024 Q3	–	Hold	0	–	–	–	6
2024 Q2	–	Hold	0	–	–	–	6
2023 Q4	–	Hold	0	–	–	–	6

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

Live Oak Investment Partners's XMHQ Position: Q1 2026 in Review

Live Oak Investment Partners increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 4.7% in Q1 2026, buying an estimated $238K and bringing the position to 49,688 shares worth $5.14M. The position accounts for 3.03% of the portfolio, ranked #8.

Live Oak Investment Partners first reported a position in XMHQ in Q1 2025 and has held it in 5 quarters since. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

Live Oak Investment Partners held 49,688 shares of Invesco S&P MidCap Quality ETF worth $5.14M as of Q1 2026.
Live Oak Investment Partners bought 2,241 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $238K.
Invesco S&P MidCap Quality ETF made up 3.03% of Live Oak Investment Partners's portfolio in Q1 2026, its #8 holding.
Live Oak Investment Partners first reported a position in Invesco S&P MidCap Quality ETF in Q1 2025 and has held it in 5 quarters since.
423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Live Oak Investment Partners's 13F filing for Q1 2026, filed 29 Apr 2026.