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

Principal Securities’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	$6.01M	Sell	58,105 -8,953	-13%	-$950K	0.09%	217
2025 Q4	$6.87M	Buy	67,058 +1,338	+2%	+$138K	0.11%	181
2025 Q3	$6.9M	Sell	65,720 -4,220	-6%	-$434K	0.11%	171
2025 Q2	$6.87M	Buy	69,940 +8,935	+15%	+$844K	0.13%	150
2025 Q1	$6.01M	Hold	61,005	–	–	0.13%	142
2024 Q4	$6.01M	Buy	61,005 +1,627	+3%	+$168K	0.14%	141
2024 Q3	$6.09M	Buy	59,378 +24,467	+70%	+$2.42M	0.15%	131
2024 Q2	$3.39M	Sell	34,911 -58,548	-63%	-$6.14M	0.09%	205
2024 Q1	$10.3M	Buy	93,459 +32,188	+53%	+$3.15M	0.32%	65
2023 Q4	$5.44M	Buy	+61,271	New	+$5.03M	0.2%	105

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

Principal Securities's XMHQ Position: Q1 2026 in Review

Principal Securities reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 13% in Q1 2026, selling an estimated $950K and leaving 58,105 shares worth $6.01M. The position accounts for 0.09% of the portfolio, ranked #217.

Principal Securities first reported a position in XMHQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $10.3M in Q1 2024. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

Principal Securities held 58,105 shares of Invesco S&P MidCap Quality ETF worth $6.01M as of Q1 2026.
Principal Securities sold 8,953 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $950K.
Invesco S&P MidCap Quality ETF made up 0.09% of Principal Securities's portfolio in Q1 2026, its #217 holding.
Principal Securities first reported a position in Invesco S&P MidCap Quality ETF in Q4 2023 and has held it in 10 quarters since.
Principal Securities's Invesco S&P MidCap Quality ETF position peaked at $10.3M in Q1 2024.
423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.