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

Madrona Financial Services’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	$14.5M	Buy	129,747 +5,786	+5%	+$668K	2.24%	15
2026 Q2	$14M	Sell	123,961 -3,197	-3%	-$348K	2.58%	14
2026 Q1	$13.1M	Buy	127,158 +6,710	+6%	+$712K	2.88%	15
2025 Q4	$12.3M	Buy	120,448 +2,770	+2%	+$286K	2.64%	13
2025 Q3	$12.4M	Buy	117,678 +1,610	+1%	+$166K	2.73%	13
2025 Q2	$11.4M	Buy	116,068 +3,802	+3%	+$359K	2.73%	12
2025 Q1	$10.3M	Buy	112,266 +62,394	+125%	+$6.08M	2.83%	11
2024 Q4	$4.91M	Buy	49,872 +46,876	+1,565%	+$4.85M	1.34%	21
2024 Q3	$307K	Buy	+2,996	New	+$297K	0.09%	76

Other funds holding XMHQ

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Straightline Group Troy, Michigan $139M AUM 2.92% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.69B AUM 20.41% 1-Year Est. Return

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

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Madrona Financial Services's XMHQ Position: Q3 2026 in Review

Madrona Financial Services increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 4.7% in Q3 2026, buying an estimated $668K and bringing the position to 129,747 shares worth $14.5M. The position accounts for 2.24% of the portfolio, ranked #15.

Madrona Financial Services first reported a position in XMHQ in Q3 2024 and has held it in 9 quarters since. 290 funds tracked by Wall St. Rank hold XMHQ as of Q3 2026.

Madrona Financial Services held 129,747 shares of Invesco S&P MidCap Quality ETF worth $14.5M as of Q3 2026.
Madrona Financial Services bought 5,786 Invesco S&P MidCap Quality ETF shares in Q3 2026, an estimated $668K.
Invesco S&P MidCap Quality ETF made up 2.24% of Madrona Financial Services's portfolio in Q3 2026, its #15 holding.
Madrona Financial Services first reported a position in Invesco S&P MidCap Quality ETF in Q3 2024 and has held it in 9 quarters since.
290 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q3 2026.

Based on Madrona Financial Services's 13F filing for Q3 2026, filed 23 Oct 2026.