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

Meridian 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	$619K	Sell	5,989 -366	-6%	-$38.8K	0.34%	60
2025 Q4	$651K	Sell	6,355 -619	-9%	-$63.9K	0.35%	57
2025 Q3	$732K	Sell	6,974 -208	-3%	-$21.4K	0.41%	51
2025 Q2	$706K	Buy	7,182 +100	+1%	+$9.44K	0.46%	47
2025 Q1	$648K	Sell	7,082 -460	-6%	-$44.8K	0.45%	45
2024 Q4	$743K	Sell	7,542 -123	-2%	-$12.7K	0.51%	42
2024 Q3	$786K	Sell	7,665 -239	-3%	-$23.7K	0.53%	41
2024 Q2	$767K	Buy	7,904 +1,720	+28%	+$180K	0.56%	39
2024 Q1	$680K	Buy	6,184 +1,276	+26%	+$125K	0.51%	42
2023 Q4	$435K	Buy	4,908 +1,122	+30%	+$92.2K	0.34%	58
2023 Q3	$305K	Sell	3,786 -59	-2%	-$4.85K	0.28%	67
2023 Q2	$310K	Hold	3,845	–	–	0.28%	68
2023 Q1	$282K	Hold	3,845	–	–	0.27%	71
2022 Q4	$266K	Hold	3,845	–	–	0.28%	70
2022 Q3	$240K	Buy	3,845 +125	+3%	+$8.47K	0.28%	70
2022 Q2	$236K	Hold	3,720	–	–	0.27%	77
2022 Q1	$281K	Buy	3,720 +300	+9%	+$22.9K	0.29%	63
2021 Q4	$274K	Buy	+3,420	New	+$273K	0.26%	70

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

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Meridian Financial's XMHQ Position: Q1 2026 in Review

Meridian Financial reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 5.8% in Q1 2026, selling an estimated $38.8K and leaving 5,989 shares worth $619K. The position accounts for 0.34% of the portfolio, ranked #60.

Meridian Financial first reported a position in XMHQ in Q4 2021 and has held it in 18 quarters since. The position peaked at $786K in Q3 2024. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

Meridian Financial held 5,989 shares of Invesco S&P MidCap Quality ETF worth $619K as of Q1 2026.
Meridian Financial sold 366 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $38.8K.
Invesco S&P MidCap Quality ETF made up 0.34% of Meridian Financial's portfolio in Q1 2026, its #60 holding.
Meridian Financial first reported a position in Invesco S&P MidCap Quality ETF in Q4 2021 and has held it in 18 quarters since.
Meridian Financial's Invesco S&P MidCap Quality ETF position peaked at $786K in Q3 2024.
423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Meridian Financial's 13F filing for Q1 2026, filed 21 Apr 2026.