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Money Concepts Capital’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Money Concepts Capital’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 		$630K Buy
6,094
+285
+5% +$30.2K 0.03% 351
2025
Q4 		$595K Sell
5,809
-322
-5% -$33.2K 0.03% 323
2025
Q3 		$644K Buy
6,131
+187
+3% +$19.2K 0.04% 293
2025
Q2 		$584K Sell
5,944
-531
-8% -$50.1K 0.04% 287
2025
Q1 		$593K Buy
6,475
+62
+1% +$6.04K 0.04% 279
2024
Q4 		$631K Sell
6,413
-122
-2% -$12.6K 0.05% 270
2024
Q3 		$670K Buy
6,535
+878
+16% +$87K 0.05% 258
2024
Q2 		$549K Buy
5,657
+1,178
+26% +$124K 0.05% 274
2024
Q1 		$493K Sell
4,479
-442
-9% -$43.3K 0.05% 293
2023
Q4 		$437K Buy
4,921
+254
+5% +$20.9K 0.04% 294
2023
Q3 		$376K Sell
4,667
-112
-2% -$9.2K 0.04% 274
2023
Q2 		$386K Sell
4,779
-21,108
-82% -$1.58M 0.04% 285
2023
Q1 		$189K Buy
25,887
+20,462
+377% +$1.5M 0.01% 413
2022
Q4 		$375K Buy
5,425
+1,572
+41% +$110K 0.02% 502
2022
Q3 		$240K Sell
3,853
-309
-7% -$20.9K 0.01% 395
2022
Q2 		$268K Sell
4,162
-1,671
-29% -$116K 0.02% 356
2022
Q1 		$441K Sell
5,833
-3,068
-34% -$234K 0.02% 480
2021
Q4 		$714K Buy
+8,901
New +$710K 0.06% 253
2021
Q1 		$1K Buy
+10
New +$730 ﹤0.01% 710

Other funds holding XMHQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Money Concepts Capital's XMHQ Position: Q1 2026 in Review

Money Concepts Capital increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 4.9% in Q1 2026, buying an estimated $30.2K and bringing the position to 6,094 shares worth $630K. The position accounts for 0.03% of the portfolio, ranked #351.

Money Concepts Capital first reported a position in XMHQ in Q1 2021 and has held it in 19 quarters since. The position peaked at $714K in Q4 2021. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

  • Money Concepts Capital held 6,094 shares of Invesco S&P MidCap Quality ETF worth $630K as of Q1 2026.
  • Money Concepts Capital bought 285 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $30.2K.
  • Invesco S&P MidCap Quality ETF made up 0.03% of Money Concepts Capital's portfolio in Q1 2026, its #351 holding.
  • Money Concepts Capital first reported a position in Invesco S&P MidCap Quality ETF in Q1 2021 and has held it in 19 quarters since.
  • Money Concepts Capital's Invesco S&P MidCap Quality ETF position peaked at $714K in Q4 2021.
  • 423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.