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

Northwest Financial 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	$496K	Buy	4,796 +408	+9%	+$43.3K	0.96%	30
2025 Q4	$449K	Buy	4,388 +658	+18%	+$67.9K	0.92%	33
2025 Q3	$391K	Buy	3,730 +1,045	+39%	+$108K	0.5%	57
2025 Q2	$264K	Sell	2,685 -1,652	-38%	-$156K	0.37%	74
2025 Q1	$397K	Buy	4,337 +739	+21%	+$72K	0.33%	68
2024 Q4	$354K	Buy	3,598 +1,093	+44%	+$113K	0.29%	72
2024 Q3	$257K	Buy	2,505 +80	+3%	+$7.92K	0.2%	80
2024 Q2	$235K	Buy	2,425 +345	+17%	+$36.2K	0.24%	80
2024 Q1	$229K	Buy	2,080 +807	+63%	+$79K	0.25%	80
2023 Q4	$113K	Buy	+1,273	New	+$105K	0.1%	131

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

Northwest Financial Advisors's XMHQ Position: Q1 2026 in Review

Northwest Financial Advisors increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 9.3% in Q1 2026, buying an estimated $43.3K and bringing the position to 4,796 shares worth $496K. The position accounts for 0.96% of the portfolio, ranked #30.

Northwest Financial Advisors first reported a position in XMHQ in Q4 2023 and has held it in 10 quarters since. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

Northwest Financial Advisors held 4,796 shares of Invesco S&P MidCap Quality ETF worth $496K as of Q1 2026.
Northwest Financial Advisors bought 408 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $43.3K.
Invesco S&P MidCap Quality ETF made up 0.96% of Northwest Financial Advisors's portfolio in Q1 2026, its #30 holding.
Northwest Financial Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q4 2023 and has held it in 10 quarters since.
423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Northwest Financial Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.