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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
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 $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Root Financial Partners's XMHQ Position: Q1 2026 in Review

Root Financial Partners reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 62% in Q1 2026, selling an estimated $49.3K and leaving 283 shares worth $29.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1130.

Root Financial Partners first reported a position in XMHQ in Q3 2025 and has held it in 3 quarters since. The position peaked at $76.6K in Q4 2025. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

  • Root Financial Partners held 283 shares of Invesco S&P MidCap Quality ETF worth $29.3K as of Q1 2026.
  • Root Financial Partners sold 465 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $49.3K.
  • Invesco S&P MidCap Quality ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1130 holding.
  • Root Financial Partners first reported a position in Invesco S&P MidCap Quality ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Invesco S&P MidCap Quality ETF position peaked at $76.6K in Q4 2025.
  • 423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.