Regal Investment Advisors’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Regal Investment Advisors’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	$401K	Sell	3,879 -938	-19%	-$99.5K	0.02%	478
2025 Q4	$493K	Buy	4,817 +955	+25%	+$98.5K	0.03%	426
2025 Q3	$405K	Buy	3,862 +444	+13%	+$45.7K	0.03%	420
2025 Q2	$336K	Buy	+3,418	New	+$323K	0.03%	404

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

Regal Investment Advisors's XMHQ Position: Q1 2026 in Review

Regal Investment Advisors reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 19% in Q1 2026, selling an estimated $99.5K and leaving 3,879 shares worth $401K. The position accounts for 0.02% of the portfolio, ranked #478.

Regal Investment Advisors first reported a position in XMHQ in Q2 2025 and has held it in 4 quarters since. The position peaked at $493K in Q4 2025. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

Regal Investment Advisors held 3,879 shares of Invesco S&P MidCap Quality ETF worth $401K as of Q1 2026.
Regal Investment Advisors sold 938 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $99.5K.
Invesco S&P MidCap Quality ETF made up 0.02% of Regal Investment Advisors's portfolio in Q1 2026, its #478 holding.
Regal Investment Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q2 2025 and has held it in 4 quarters since.
Regal Investment Advisors's Invesco S&P MidCap Quality ETF position peaked at $493K in Q4 2025.
423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.