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

Redwood Financial Network’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	$564K	Sell	5,456 -429	-7%	-$45.5K	0.37%	78
2025 Q4	$603K	Sell	5,885 -617	-9%	-$63.6K	0.38%	76
2025 Q3	$682K	Sell	6,502 -433	-6%	-$44.6K	0.43%	62
2025 Q2	$681K	Sell	6,935 -409	-6%	-$38.6K	0.46%	56
2025 Q1	$672K	Sell	7,344 -172	-2%	-$16.8K	0.51%	53
2024 Q4	$740K	Buy	7,516 +38	+0.5%	+$3.93K	0.55%	49
2024 Q3	$767K	Buy	7,478 +119	+2%	+$11.8K	0.6%	48
2024 Q2	$714K	Buy	7,359 +41	+0.6%	+$4.3K	0.6%	48
2024 Q1	$805K	Sell	7,318 -206	-3%	-$20.2K	0.7%	41
2023 Q4	$668K	Sell	7,524 -116	-2%	-$9.53K	0.65%	50
2023 Q3	$615K	Sell	7,640 -1,294	-14%	-$106K	0.65%	47
2023 Q2	$721K	Sell	8,934 -67	-0.7%	-$5.01K	0.68%	50
2023 Q1	$661K	Buy	9,001 +472	+6%	+$34.5K	0.67%	42
2022 Q4	$589K	Sell	8,529 -900	-10%	-$62.7K	0.67%	48
2022 Q3	$587K	Buy	9,429 +143	+2%	+$9.69K	0.67%	53
2022 Q2	$590K	Buy	9,286 +105	+1%	+$7.29K	0.64%	56
2022 Q1	$694K	Buy	+9,181	New	+$701K	0.64%	51

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

Redwood Financial Network's XMHQ Position: Q1 2026 in Review

Redwood Financial Network reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 7.3% in Q1 2026, selling an estimated $45.5K and leaving 5,456 shares worth $564K. The position accounts for 0.37% of the portfolio, ranked #78.

Redwood Financial Network first reported a position in XMHQ in Q1 2022 and has held it in 17 quarters since. The position peaked at $805K in Q1 2024. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

Redwood Financial Network held 5,456 shares of Invesco S&P MidCap Quality ETF worth $564K as of Q1 2026.
Redwood Financial Network sold 429 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $45.5K.
Invesco S&P MidCap Quality ETF made up 0.37% of Redwood Financial Network's portfolio in Q1 2026, its #78 holding.
Redwood Financial Network first reported a position in Invesco S&P MidCap Quality ETF in Q1 2022 and has held it in 17 quarters since.
Redwood Financial Network's Invesco S&P MidCap Quality ETF position peaked at $805K in Q1 2024.
423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Redwood Financial Network's 13F filing for Q1 2026, filed 14 May 2026.