Mutual Advisors’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Mutual 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	$811K	Buy	7,846 +2,681	+52%	+$284K	0.02%	680
2025 Q4	$529K	Buy	5,165 +169	+3%	+$17.4K	0.01%	851
2025 Q3	$525K	Buy	4,996 +384	+8%	+$39.5K	0.01%	834
2025 Q2	$481K	Buy	4,612 +1,251	+37%	+$118K	0.01%	795
2025 Q1	$308K	Sell	3,361 -5,016	-60%	-$489K	0.01%	897
2024 Q4	$855K	Buy	8,377 +1,425	+20%	+$148K	0.02%	532
2024 Q3	$703K	Buy	6,952 +457	+7%	+$45.3K	0.02%	594
2024 Q2	$660K	Buy	6,495 +2,631	+68%	+$276K	0.02%	613
2024 Q1	$425K	Buy	+3,864	New	+$378K	0.01%	751

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

Mutual Advisors's XMHQ Position: Q1 2026 in Review

Mutual Advisors increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 52% in Q1 2026, buying an estimated $284K and bringing the position to 7,846 shares worth $811K. The position accounts for 0.02% of the portfolio, ranked #680.

Mutual Advisors first reported a position in XMHQ in Q1 2024 and has held it in 9 quarters since. The position peaked at $855K in Q4 2024. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

Mutual Advisors held 7,846 shares of Invesco S&P MidCap Quality ETF worth $811K as of Q1 2026.
Mutual Advisors bought 2,681 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $284K.
Invesco S&P MidCap Quality ETF made up 0.02% of Mutual Advisors's portfolio in Q1 2026, its #680 holding.
Mutual Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q1 2024 and has held it in 9 quarters since.
Mutual Advisors's Invesco S&P MidCap Quality ETF position peaked at $855K in Q4 2024.
423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.