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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
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

FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
TCOT
Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
CWM
Clearview Wealth Management Irvine, California $156M AUM
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWG
Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return
CPL
Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Madrona Financial Services's XMHQ Position: Q2 2026 in Review

Madrona Financial Services reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 2.5% in Q2 2026, selling an estimated $348K and leaving 123,961 shares worth $14M. The position accounts for 2.58% of the portfolio, ranked #14.

Madrona Financial Services first reported a position in XMHQ in Q3 2024 and has held it in 8 quarters since. 72 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

  • Madrona Financial Services held 123,961 shares of Invesco S&P MidCap Quality ETF worth $14M as of Q2 2026.
  • Madrona Financial Services sold 3,197 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $348K.
  • Invesco S&P MidCap Quality ETF made up 2.58% of Madrona Financial Services's portfolio in Q2 2026, its #14 holding.
  • Madrona Financial Services first reported a position in Invesco S&P MidCap Quality ETF in Q3 2024 and has held it in 8 quarters since.
  • 72 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Madrona Financial Services's 13F filing for Q2 2026, filed 17 Jul 2026.