Melone Private Wealth
XMHQ icon

Melone Private Wealth’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Melone Private Wealth’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 		$3.88M Buy
34,718
+1,302
+4% +$150K 1.52% 23
2026
Q2 		$3.77M Buy
33,416
+282
+0.9% +$30.7K 1.44% 23
2026
Q1 		$3.43M Buy
33,134
+9,116
+38% +$967K 1.4% 23
2025
Q4 		$2.46M Buy
+24,018
New +$2.48M 1.04% 24

Other funds holding XMHQ

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Hunter Associates Investment Management
Hunter Associates Investment Management Pittsburgh, Pennsylvania $860M AUM 22.54% 1-Year Est. Return
KPP Advisory Services
KPP Advisory Services Louisville, Kentucky $594M AUM 20.44% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

Melone Private Wealth's XMHQ Position: Q3 2026 in Review

Melone Private Wealth increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 3.9% in Q3 2026, buying an estimated $150K and bringing the position to 34,718 shares worth $3.88M. The position accounts for 1.52% of the portfolio, ranked #23.

Melone Private Wealth first reported a position in XMHQ in Q4 2025 and has held it in 4 quarters since. 174 funds tracked by Wall St. Rank hold XMHQ as of Q3 2026.

  • Melone Private Wealth held 34,718 shares of Invesco S&P MidCap Quality ETF worth $3.88M as of Q3 2026.
  • Melone Private Wealth bought 1,302 Invesco S&P MidCap Quality ETF shares in Q3 2026, an estimated $150K.
  • Invesco S&P MidCap Quality ETF made up 1.52% of Melone Private Wealth's portfolio in Q3 2026, its #23 holding.
  • Melone Private Wealth first reported a position in Invesco S&P MidCap Quality ETF in Q4 2025 and has held it in 4 quarters since.
  • 174 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q3 2026.

Based on Melone Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.