Masso Torrence Wealth Management’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Masso Torrence Wealth Management’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
2025 Q3	$14.2M	Buy	135,415 +1,298	+1%	+$134K	5.91%	3
2025 Q2	$13.2M	Buy	134,117 +4,967	+4%	+$469K	6.09%	2
2025 Q1	$11.8M	Buy	129,150 +6,705	+5%	+$653K	6.31%	3
2024 Q4	$12.1M	Buy	122,445 +3,684	+3%	+$381K	6.34%	3
2024 Q3	$12.2M	Buy	118,761 +1,523	+1%	+$151K	6.57%	3
2024 Q2	$11.4M	Buy	117,238 +4,184	+4%	+$439K	6.31%	3
2024 Q1	$12.4M	Buy	113,054 +3,255	+3%	+$319K	7.38%	2
2023 Q4	$9.74M	Buy	109,799 +78,148	+247%	+$6.42M	6.65%	2
2023 Q3	$2.55M	Buy	31,651 +3,018	+11%	+$248K	1.96%	17
2023 Q2	$2.31M	Buy	28,633 +6,819	+31%	+$510K	1.67%	20
2023 Q1	$1.6M	Buy	21,814 +673	+3%	+$49.2K	1.27%	27
2022 Q4	$1.46M	Buy	21,141 +6,588	+45%	+$459K	1.16%	29
2022 Q3	$906K	Buy	14,553 +1,344	+10%	+$91K	0.8%	34
2022 Q2	$840K	Buy	13,209 +4,439	+51%	+$308K	0.74%	34
2022 Q1	$662K	Buy	8,770 +1,984	+29%	+$151K	0.53%	38
2021 Q4	$545K	Buy	+6,786	New	+$541K	0.38%	47

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Masso Torrence Wealth Management's XMHQ Position: Q3 2025 in Review

Masso Torrence Wealth Management increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 0.97% in Q3 2025, buying an estimated $134K and bringing the position to 135,415 shares worth $14.2M. The position accounts for 5.91% of the portfolio, ranked #3.

Masso Torrence Wealth Management first reported a position in XMHQ in Q4 2021 and has held it in 16 quarters since. 395 funds tracked by Wall St. Rank hold XMHQ as of Q3 2025.

Masso Torrence Wealth Management held 135,415 shares of Invesco S&P MidCap Quality ETF worth $14.2M as of Q3 2025.
Masso Torrence Wealth Management bought 1,298 Invesco S&P MidCap Quality ETF shares in Q3 2025, an estimated $134K.
Invesco S&P MidCap Quality ETF made up 5.91% of Masso Torrence Wealth Management's portfolio in Q3 2025, its #3 holding.
Masso Torrence Wealth Management first reported a position in Invesco S&P MidCap Quality ETF in Q4 2021 and has held it in 16 quarters since.
395 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q3 2025.

Based on Masso Torrence Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.