Root Financial Partners
XMHQ icon

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

Root Financial Partners’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 		$48.3K Buy
+433
New +$50K ﹤0.01% 1107
2026
Q2 		– Sell
-283
Closed -$29.3K – 3227
2026
Q1 		$29.3K Sell
283
-465
-62% -$49.3K ﹤0.01% 1130
2025
Q4 		$76.6K Buy
748
+405
+118% +$41.8K ﹤0.01% 562
2025
Q3 		$36K Buy
+343
New +$35.3K ﹤0.01% 806

Other funds holding XMHQ

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Root Financial Partners's XMHQ Position: Q3 2026 in Review

Root Financial Partners opened a new position in Invesco S&P MidCap Quality ETF (XMHQ) in Q3 2026: 433 shares worth $48.3K. The stake represents ﹤0.01% of the portfolio and ranks #1107 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in XMHQ as recently as Q1 2026.

Root Financial Partners first reported a position in XMHQ in Q3 2025 and has held it in 4 quarters since. The position peaked at $76.6K in Q4 2025. 389 funds tracked by Wall St. Rank hold XMHQ as of Q3 2026.

  • Root Financial Partners held 433 shares of Invesco S&P MidCap Quality ETF worth $48.3K as of Q3 2026.
  • Invesco S&P MidCap Quality ETF was a new Root Financial Partners position in Q3 2026.
  • Invesco S&P MidCap Quality ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1107 holding.
  • Root Financial Partners first reported a position in Invesco S&P MidCap Quality ETF in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Invesco S&P MidCap Quality ETF position peaked at $76.6K in Q4 2025.
  • 389 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.