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

Presidio Capital Management’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
Q3 		– Sell
-3,890
Closed -$382K – 73
2025
Q2 		$382K Sell
3,890
-150
-4% -$14.2K 0.15% 43
2025
Q1 		$370K Buy
+4,040
New +$394K 0.15% 44

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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Presidio Capital Management's XMHQ Position: Q3 2025 in Review

Presidio Capital Management sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q3 2025, closing a stake of 3,890 shares — an estimated $382K sold.

Presidio Capital Management first reported a position in XMHQ in Q1 2025 and held it in 2 quarters. The position peaked at $382K in Q2 2025. 395 funds tracked by Wall St. Rank hold XMHQ as of Q3 2025.

  • Presidio Capital Management reported no remaining Invesco S&P MidCap Quality ETF position as of Q3 2025 after selling out during the quarter.
  • Presidio Capital Management sold 3,890 Invesco S&P MidCap Quality ETF shares in Q3 2025, an estimated $382K.
  • Presidio Capital Management first reported a position in Invesco S&P MidCap Quality ETF in Q1 2025 and held it in 2 quarters.
  • Presidio Capital Management's Invesco S&P MidCap Quality ETF position peaked at $382K in Q2 2025.
  • 395 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q3 2025.

Based on Presidio Capital Management's 13F filing for Q3 2025, filed 7 Nov 2025.