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XMHQ icon

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

NewEdge 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 		$34.5M Buy
333,683
+22,918
+7% +$2.43M 0.12% 166
2025
Q4 		$31.8M Buy
310,765
+9,131
+3% +$942K 0.12% 173
2025
Q3 		$31.7M Buy
301,634
+9,928
+3% +$1.02M 0.14% 141
2025
Q2 		$28.7M Buy
291,706
+18,025
+7% +$1.7M 0.15% 136
2025
Q1 		$25M Buy
273,681
+136,833
+100% +$13.3M 0.15% 142
2024
Q4 		$13.5M Buy
136,848
+37,842
+38% +$3.92M 0.08% 248
2024
Q3 		$10.2M Buy
99,006
+2,245
+2% +$222K 0.07% 289
2024
Q2 		$9.39M Buy
96,761
+5,013
+5% +$526K 0.07% 274
2024
Q1 		$10.1M Buy
91,748
+9,104
+11% +$891K 0.09% 222
2023
Q4 		$7.42M Buy
82,644
+7,064
+9% +$580K 0.07% 271
2023
Q3 		$6.09M Buy
75,580
+35,127
+87% +$2.89M 0.07% 278
2023
Q2 		$3.26M Buy
40,453
+23,616
+140% +$1.77M 0.04% 427
2023
Q1 		$1.24M Buy
16,837
+1,425
+9% +$104K 0.02% 706
2022
Q4 		$1.06K Sell
15,412
-18,313
-54% -$1.28M ﹤0.01% 3018
2022
Q3 		$2.1M Sell
33,725
-2,519
-7% -$171K 0.03% 412
2022
Q2 		$2.3M Sell
36,244
-40,249
-53% -$2.8M 0.04% 403
2022
Q1 		$5.78M Buy
76,493
+3,235
+4% +$247K 0.09% 216
2021
Q4 		$5.88M Buy
73,258
+6,282
+9% +$501K 0.09% 218
2021
Q3 		$5.09M Buy
66,976
+13,583
+25% +$1.05M 0.13% 165
2021
Q2 		$4.13M Buy
53,393
+4,304
+9% +$335K 0.11% 192
2021
Q1 		$3.74M Buy
+49,089
New +$3.58M 0.11% 189

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

NewEdge Advisors's XMHQ Position: Q1 2026 in Review

NewEdge Advisors increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 7.4% in Q1 2026, buying an estimated $2.43M and bringing the position to 333,683 shares worth $34.5M. The position accounts for 0.12% of the portfolio, ranked #166.

NewEdge Advisors first reported a position in XMHQ in Q1 2021 and has held it in 21 quarters since. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

  • NewEdge Advisors held 333,683 shares of Invesco S&P MidCap Quality ETF worth $34.5M as of Q1 2026.
  • NewEdge Advisors bought 22,918 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $2.43M.
  • Invesco S&P MidCap Quality ETF made up 0.12% of NewEdge Advisors's portfolio in Q1 2026, its #166 holding.
  • NewEdge Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q1 2021 and has held it in 21 quarters since.
  • 423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.