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

&Partners’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 		$8.76M Buy
84,510
+35,875
+74% +$3.81M 0.04% 365
2025
Q4 		$4.98M Buy
48,635
+14,551
+43% +$1.5M 0.03% 498
2025
Q3 		$3.58M Buy
34,084
+2,897
+9% +$298K 0.02% 530
2025
Q2 		$3.06M Sell
31,187
-9,057
-23% -$855K 0.02% 508
2025
Q1 		$3.68M Buy
40,244
+4,333
+12% +$422K 0.04% 362
2024
Q4 		$3.59M Buy
35,911
+8,731
+32% +$904K 0.04% 346
2024
Q3 		$2.79M Buy
27,180
+11,207
+70% +$1.11M 0.05% 300
2024
Q2 		$1.56M Buy
15,973
+10,533
+194% +$1.1M 0.07% 244
2024
Q1 		$599K Buy
+5,440
New +$533K 0.08% 235

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

&Partners's XMHQ Position: Q1 2026 in Review

&Partners increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 74% in Q1 2026, buying an estimated $3.81M and bringing the position to 84,510 shares worth $8.76M. The position accounts for 0.04% of the portfolio, ranked #365.

&Partners first reported a position in XMHQ in Q1 2024 and has held it in 9 quarters since. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

  • &Partners held 84,510 shares of Invesco S&P MidCap Quality ETF worth $8.76M as of Q1 2026.
  • &Partners bought 35,875 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $3.81M.
  • Invesco S&P MidCap Quality ETF made up 0.04% of &Partners's portfolio in Q1 2026, its #365 holding.
  • &Partners first reported a position in Invesco S&P MidCap Quality ETF in Q1 2024 and has held it in 9 quarters since.
  • 423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.