Sagace Wealth Management
XMHQ icon

Sagace Wealth Management’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Sagace Wealth Management’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 		$3.97M Buy
35,534
+243
+0.7% +$28.1K 2.44% 17
2026
Q2 		$3.98M Buy
35,291
+133
+0.4% +$14.5K 2.5% 14
2026
Q1 		$3.63M Sell
35,158
-565
-2% -$59.9K 2.44% 16
2025
Q4 		$3.66M Buy
35,723
+132
+0.4% +$13.6K 2.48% 16
2025
Q3 		$3.74M Buy
35,591
+212
+0.6% +$21.8K 2.54% 16
2025
Q2 		$3.48M Sell
35,379
-3,724
-10% -$352K 2.6% 15
2025
Q1 		$3.58M Sell
39,103
-62
-0.2% -$6.04K 2.7% 13
2024
Q4 		$3.86M Sell
39,165
-34,894
-47% -$3.61M 2.88% 12
2024
Q3 		$7.74M Buy
74,059
+18,651
+34% +$1.85M 5.97% 3
2024
Q2 		$5.56M Buy
+55,408
New +$5.81M 5.44% 3

Other funds holding XMHQ

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Straightline Group
Straightline Group Troy, Michigan $139M AUM 2.92% 1-Year Est. Return
UMB Bank
UMB Bank Kansas City, Missouri $7.69B AUM 20.41% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Sagace Wealth Management's XMHQ Position: Q3 2026 in Review

Sagace Wealth Management increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 0.69% in Q3 2026, buying an estimated $28.1K and bringing the position to 35,534 shares worth $3.97M. The position accounts for 2.44% of the portfolio, ranked #17.

Sagace Wealth Management first reported a position in XMHQ in Q2 2024 and has held it in 10 quarters since. The position peaked at $7.74M in Q3 2024. 344 funds tracked by Wall St. Rank hold XMHQ as of Q3 2026.

  • Sagace Wealth Management held 35,534 shares of Invesco S&P MidCap Quality ETF worth $3.97M as of Q3 2026.
  • Sagace Wealth Management bought 243 Invesco S&P MidCap Quality ETF shares in Q3 2026, an estimated $28.1K.
  • Invesco S&P MidCap Quality ETF made up 2.44% of Sagace Wealth Management's portfolio in Q3 2026, its #17 holding.
  • Sagace Wealth Management first reported a position in Invesco S&P MidCap Quality ETF in Q2 2024 and has held it in 10 quarters since.
  • Sagace Wealth Management's Invesco S&P MidCap Quality ETF position peaked at $7.74M in Q3 2024.
  • 344 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q3 2026.

Based on Sagace Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.