Moneta Group Investment Advisors’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Moneta Group Investment Advisors’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	$316K	Buy	3,058 +526	+21%	+$55.8K	﹤0.01%	615
2025 Q4	$259K	Sell	2,532 -71	-3%	-$7.32K	﹤0.01%	679
2025 Q3	$273K	Buy	2,603 +171	+7%	+$17.6K	﹤0.01%	651
2025 Q2	$239K	Sell	2,432 -339	-12%	-$32K	﹤0.01%	617
2025 Q1	$254K	Buy	2,771 +360	+15%	+$35.1K	﹤0.01%	564
2024 Q4	$237K	Buy	2,411 +75	+3%	+$7.76K	﹤0.01%	592
2024 Q3	$240K	Buy	+2,336	New	+$231K	﹤0.01%	575

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 $79.5B AUM 27.1% 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

Moneta Group Investment Advisors's XMHQ Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 21% in Q1 2026, buying an estimated $55.8K and bringing the position to 3,058 shares worth $316K. The position accounts for ﹤0.01% of the portfolio, ranked #615.

Moneta Group Investment Advisors first reported a position in XMHQ in Q3 2024 and has held it in 7 quarters since. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

Moneta Group Investment Advisors held 3,058 shares of Invesco S&P MidCap Quality ETF worth $316K as of Q1 2026.
Moneta Group Investment Advisors bought 526 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $55.8K.
Invesco S&P MidCap Quality ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #615 holding.
Moneta Group Investment Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q3 2024 and has held it in 7 quarters since.
423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.