LPL Financial
XMHQ icon

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

LPL 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
Q1 		$459M Sell
4,441,331
-180,799
-4% -$19.2M 0.12% 173
2025
Q4 		$473M Sell
4,622,130
-327,955
-7% -$33.8M 0.13% 159
2025
Q3 		$520M Buy
4,950,085
+35,481
+0.7% +$3.65M 0.15% 136
2025
Q2 		$483M Sell
4,914,604
-277,794
-5% -$26.2M 0.16% 133
2025
Q1 		$475M Sell
5,192,398
-148,846
-3% -$14.5M 0.18% 118
2024
Q4 		$526M Buy
5,341,244
+381,123
+8% +$39.5M 0.21% 103
2024
Q3 		$509M Buy
4,960,121
+356,196
+8% +$35.3M 0.23% 97
2024
Q2 		$447M Buy
4,603,925
+1,090,518
+31% +$114M 0.22% 95
2024
Q1 		$387M Buy
3,513,407
+648,897
+23% +$63.5M 0.21% 101
2023
Q4 		$254M Buy
2,864,510
+1,094,456
+62% +$89.9M 0.15% 126
2023
Q3 		$143M Buy
1,770,054
+492,142
+39% +$40.4M 0.1% 183
2023
Q2 		$103M Buy
1,277,912
+183,639
+17% +$13.7M 0.07% 241
2023
Q1 		$80.3M Buy
1,094,273
+109,296
+11% +$7.99M 0.06% 283
2022
Q4 		$68M Buy
984,977
+292,455
+42% +$20.4M 0.06% 306
2022
Q3 		$43.1M Buy
692,522
+80,623
+13% +$5.46M 0.04% 390
2022
Q2 		$38.9M Buy
611,899
+111,147
+22% +$7.72M 0.04% 406
2022
Q1 		$37.8M Buy
500,752
+179,918
+56% +$13.7M 0.03% 429
2021
Q4 		$25.7M Buy
320,834
+97,393
+44% +$7.77M 0.02% 581
2021
Q3 		$17M Buy
223,441
+62,314
+39% +$4.82M 0.02% 695
2021
Q2 		$12.5M Buy
161,127
+2,487
+2% +$194K 0.01% 792
2021
Q1 		$12.1M Buy
158,640
+53,393
+51% +$3.9M 0.01% 740
2020
Q4 		$7.05M Buy
105,247
+37,263
+55% +$2.31M 0.01% 921
2020
Q3 		$3.72M Buy
67,984
+51,906
+323% +$2.87M 0.01% 1104
2020
Q2 		$848K Buy
16,078
+1,384
+9% +$66.6K ﹤0.01% 1961
2020
Q1 		$606K Buy
14,694
+10,428
+244% +$518K ﹤0.01% 1973
2019
Q4 		$229K Buy
4,266
+24
+0.6% +$1.24K ﹤0.01% 2996
2019
Q3 		$211K Buy
+4,242
New +$211K ﹤0.01% 2955
2019
Q2 		– Sell
-4,304
Closed -$214K – 3359
2019
Q1 		$214K Buy
+4,304
New +$205K ﹤0.01% 2897

Other funds holding XMHQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial's XMHQ Position: Q1 2026 in Review

LPL Financial reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 3.9% in Q1 2026, selling an estimated $19.2M and leaving 4,441,331 shares worth $459M. The position accounts for 0.12% of the portfolio, ranked #173.

LPL Financial first reported a position in XMHQ in Q1 2019 and has held it in 28 quarters since. The position peaked at $526M in Q4 2024. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

  • LPL Financial held 4,441,331 shares of Invesco S&P MidCap Quality ETF worth $459M as of Q1 2026.
  • LPL Financial sold 180,799 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $19.2M.
  • Invesco S&P MidCap Quality ETF made up 0.12% of LPL Financial's portfolio in Q1 2026, its #173 holding.
  • LPL Financial first reported a position in Invesco S&P MidCap Quality ETF in Q1 2019 and has held it in 28 quarters since.
  • LPL Financial's Invesco S&P MidCap Quality ETF position peaked at $526M in Q4 2024.
  • 423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.