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Optima Capital’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Optima Capital’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 		– Sell
-357
Closed -$36.6K – 1329
2025
Q4 		$36.6K Buy
+357
New +$36.8K 0.02% 348
2025
Q1 		– Sell
-20,975
Closed -$2.07M – 168
2024
Q4 		$2.07M Buy
+20,975
New +$2.17M 1.42% 21

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

Optima Capital's XMHQ Position: Q1 2026 in Review

Optima Capital sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q1 2026, closing a stake of 357 shares — an estimated $36.6K sold.

Optima Capital first reported a position in XMHQ in Q4 2024 and held it in 2 quarters. The position peaked at $2.07M in Q4 2024. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

  • Optima Capital reported no remaining Invesco S&P MidCap Quality ETF position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 357 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $36.6K.
  • Optima Capital first reported a position in Invesco S&P MidCap Quality ETF in Q4 2024 and held it in 2 quarters.
  • Optima Capital's Invesco S&P MidCap Quality ETF position peaked at $2.07M in Q4 2024.
  • 423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.