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Orion Portfolio Solutions’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$9.24M Buy
100,983
+3,787
+4% +$369K 0.09% 220
2024
Q4 		$9.57M Buy
97,196
+23,174
+31% +$2.4M 0.1% 206
2024
Q3 		$7.59M Buy
74,022
+70,275
+1,876% +$6.96M 0.08% 253
2024
Q2 		$364K Sell
3,747
-146,787
-98% -$15.4M ﹤0.01% 1396
2024
Q1 		$16.6M Buy
+150,534
New +$14.7M 0.18% 114

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Orion Portfolio Solutions's XMHQ Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 3.9% in Q1 2025, buying an estimated $369K and bringing the position to 100,983 shares worth $9.24M. The position accounts for 0.09% of the portfolio, ranked #220.

Orion Portfolio Solutions first reported a position in XMHQ in Q1 2024 and has held it in 5 quarters since. The position peaked at $16.6M in Q1 2024. 401 funds tracked by Wall St. Rank hold XMHQ as of Q1 2025.

  • Orion Portfolio Solutions held 100,983 shares of Invesco S&P MidCap Quality ETF worth $9.24M as of Q1 2025.
  • Orion Portfolio Solutions bought 3,787 Invesco S&P MidCap Quality ETF shares in Q1 2025, an estimated $369K.
  • Invesco S&P MidCap Quality ETF made up 0.09% of Orion Portfolio Solutions's portfolio in Q1 2025, its #220 holding.
  • Orion Portfolio Solutions first reported a position in Invesco S&P MidCap Quality ETF in Q1 2024 and has held it in 5 quarters since.
  • Orion Portfolio Solutions's Invesco S&P MidCap Quality ETF position peaked at $16.6M in Q1 2024.
  • 401 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.