New Insight Wealth Advisors’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

New Insight Wealth 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	$2.96M	Sell	28,677 -80	-0.3%	-$8.49K	1.06%	28
2025 Q4	$2.95M	Buy	28,757 +2,965	+11%	+$306K	1.05%	26
2025 Q3	$2.71M	Buy	25,792 +2,447	+10%	+$252K	1.02%	27
2025 Q2	$2.29M	Buy	23,345 +495	+2%	+$46.7K	0.94%	25
2025 Q1	$2.09M	Buy	22,850 +9,022	+65%	+$879K	0.95%	24
2024 Q4	$1.36M	Buy	13,828 +7,813	+130%	+$809K	0.68%	28
2024 Q3	$617K	Buy	+6,015	New	+$596K	0.32%	41

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

New Insight Wealth Advisors's XMHQ Position: Q1 2026 in Review

New Insight Wealth Advisors reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 0.28% in Q1 2026, selling an estimated $8.49K and leaving 28,677 shares worth $2.96M. The position accounts for 1.06% of the portfolio, ranked #28.

New Insight Wealth 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.

New Insight Wealth Advisors held 28,677 shares of Invesco S&P MidCap Quality ETF worth $2.96M as of Q1 2026.
New Insight Wealth Advisors sold 80 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $8.49K.
Invesco S&P MidCap Quality ETF made up 1.06% of New Insight Wealth Advisors's portfolio in Q1 2026, its #28 holding.
New Insight Wealth 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 New Insight Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.