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 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 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

Sagace Wealth Management's XMHQ Position: Q1 2026 in Review

Sagace Wealth Management reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 1.6% in Q1 2026, selling an estimated $59.9K and leaving 35,158 shares worth $3.63M. The position accounts for 2.44% of the portfolio, ranked #16.

Sagace Wealth Management first reported a position in XMHQ in Q2 2024 and has held it in 8 quarters since. The position peaked at $7.74M in Q3 2024. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

Sagace Wealth Management held 35,158 shares of Invesco S&P MidCap Quality ETF worth $3.63M as of Q1 2026.
Sagace Wealth Management sold 565 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $59.9K.
Invesco S&P MidCap Quality ETF made up 2.44% of Sagace Wealth Management's portfolio in Q1 2026, its #16 holding.
Sagace Wealth Management first reported a position in Invesco S&P MidCap Quality ETF in Q2 2024 and has held it in 8 quarters since.
Sagace Wealth Management's Invesco S&P MidCap Quality ETF position peaked at $7.74M in Q3 2024.
423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Sagace Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.