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

NBZ 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	$13.5M	Buy	130,929 +8,266	+7%	+$877K	5.91%	8
2025 Q4	$12.6M	Buy	122,663 +10,896	+10%	+$1.12M	5.47%	10
2025 Q3	$11.7M	Buy	111,767 +11,642	+12%	+$1.2M	6.12%	8
2025 Q2	$9.84M	Buy	100,125 +3,173	+3%	+$300K	5.6%	7
2025 Q1	$8.87M	Buy	96,952 +20,578	+27%	+$2.01M	5.11%	6
2024 Q4	$7.52M	Buy	+76,374	New	+$7.91M	4.2%	8

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

NBZ Investment Advisors's XMHQ Position: Q1 2026 in Review

NBZ Investment Advisors increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 6.7% in Q1 2026, buying an estimated $877K and bringing the position to 130,929 shares worth $13.5M. The position accounts for 5.91% of the portfolio, ranked #8.

NBZ Investment Advisors first reported a position in XMHQ in Q4 2024 and has held it in 6 quarters since. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

NBZ Investment Advisors held 130,929 shares of Invesco S&P MidCap Quality ETF worth $13.5M as of Q1 2026.
NBZ Investment Advisors bought 8,266 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $877K.
Invesco S&P MidCap Quality ETF made up 5.91% of NBZ Investment Advisors's portfolio in Q1 2026, its #8 holding.
NBZ Investment Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q4 2024 and has held it in 6 quarters since.
423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

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