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

Prota Financial’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 Q3	$5.66M	Buy	50,064 +1,027	+2%	+$119K	3.62%	12
2026 Q2	$5.53M	Sell	49,037 -27,239	-36%	-$2.97M	3.64%	12
2026 Q1	$7.88M	Buy	76,276 +60,803	+393%	+$6.45M	5.71%	7
2025 Q4	$1.58M	Buy	+15,473	New	+$1.6M	1.14%	15

Other funds holding XMHQ

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

TCOT

Trust Company of Toledo Holland, Ohio $1.25B AUM 28.18% 1-Year Est. Return

Madrona Financial Services Everett, Washington $646M AUM 23.24% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

Oasis Advisors Forest City, Iowa $238M AUM 11% 1-Year Est. Return

Prota Financial's XMHQ Position: Q3 2026 in Review

Prota Financial increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 2.1% in Q3 2026, buying an estimated $119K and bringing the position to 50,064 shares worth $5.66M. The position accounts for 3.62% of the portfolio, ranked #12.

Prota Financial first reported a position in XMHQ in Q4 2025 and has held it in 4 quarters since. The position peaked at $7.88M in Q1 2026. 123 funds tracked by Wall St. Rank hold XMHQ as of Q3 2026.

Prota Financial held 50,064 shares of Invesco S&P MidCap Quality ETF worth $5.66M as of Q3 2026.
Prota Financial bought 1,027 Invesco S&P MidCap Quality ETF shares in Q3 2026, an estimated $119K.
Invesco S&P MidCap Quality ETF made up 3.62% of Prota Financial's portfolio in Q3 2026, its #12 holding.
Prota Financial first reported a position in Invesco S&P MidCap Quality ETF in Q4 2025 and has held it in 4 quarters since.
Prota Financial's Invesco S&P MidCap Quality ETF position peaked at $7.88M in Q1 2026.
123 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q3 2026.

Based on Prota Financial's 13F filing for Q3 2026, filed 8 Oct 2026.