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Nikulski Financial’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Nikulski Financial’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 		$239K Sell
2,308
-312
-12% -$33.1K 0.06% 165
2025
Q4 		$268K Sell
2,620
-200
-7% -$20.6K 0.06% 154
2025
Q3 		$296K Buy
2,820
+8
+0.3% +$823 0.07% 131
2025
Q2 		$276K Buy
+2,812
New +$265K 0.08% 130

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

Nikulski Financial's XMHQ Position: Q1 2026 in Review

Nikulski Financial reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 12% in Q1 2026, selling an estimated $33.1K and leaving 2,308 shares worth $239K. The position accounts for 0.06% of the portfolio, ranked #165.

Nikulski Financial first reported a position in XMHQ in Q2 2025 and has held it in 4 quarters since. The position peaked at $296K in Q3 2025. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

  • Nikulski Financial held 2,308 shares of Invesco S&P MidCap Quality ETF worth $239K as of Q1 2026.
  • Nikulski Financial sold 312 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $33.1K.
  • Invesco S&P MidCap Quality ETF made up 0.06% of Nikulski Financial's portfolio in Q1 2026, its #165 holding.
  • Nikulski Financial first reported a position in Invesco S&P MidCap Quality ETF in Q2 2025 and has held it in 4 quarters since.
  • Nikulski Financial's Invesco S&P MidCap Quality ETF position peaked at $296K in Q3 2025.
  • 423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Nikulski Financial's 13F filing for Q1 2026, filed 15 May 2026.