Nalls Sherbakoff Group’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Nalls Sherbakoff Group’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
2025 Q4	$911K	Sell	8,895 -2,207	-20%	-$228K	0.66%	32
2025 Q3	$1.17M	Buy	11,102 +62	+0.6%	+$6.38K	0.79%	27
2025 Q2	$1.08M	Buy	11,040 +44	+0.4%	+$4.15K	0.79%	28
2025 Q1	$1.01M	Buy	+10,996	New	+$1.07M	0.82%	27
2023 Q4	$1.09M	Sell	12,287 -351	-3%	-$28.8K	0.97%	21
2023 Q3	$1.02M	Sell	12,638 -206	-2%	-$16.9K	0.99%	25
2023 Q2	$933K	Buy	12,844 +15	+0.1%	+$1.12K	0.92%	27
2023 Q1	$925K	Buy	+12,829	New	+$938K	0.92%	28
2018 Q4	$688K	Buy	+16,088	New	+$746K	1.1%	20

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Nalls Sherbakoff Group's XMHQ Position: Q4 2025 in Review

Nalls Sherbakoff Group reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 20% in Q4 2025, selling an estimated $228K and leaving 8,895 shares worth $911K. The position accounts for 0.66% of the portfolio, ranked #32.

Nalls Sherbakoff Group first reported a position in XMHQ in Q4 2018 and has held it in 9 quarters since. The position peaked at $1.17M in Q3 2025. 420 funds tracked by Wall St. Rank hold XMHQ as of Q4 2025.

Nalls Sherbakoff Group held 8,895 shares of Invesco S&P MidCap Quality ETF worth $911K as of Q4 2025.
Nalls Sherbakoff Group sold 2,207 Invesco S&P MidCap Quality ETF shares in Q4 2025, an estimated $228K.
Invesco S&P MidCap Quality ETF made up 0.66% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #32 holding.
Nalls Sherbakoff Group first reported a position in Invesco S&P MidCap Quality ETF in Q4 2018 and has held it in 9 quarters since.
Nalls Sherbakoff Group's Invesco S&P MidCap Quality ETF position peaked at $1.17M in Q3 2025.
420 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.