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

Schwallier 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	$401K	Sell	3,874 -149	-4%	-$15.8K	0.29%	37
2025 Q4	$428K	Sell	4,023 -75	-2%	-$7.74K	0.27%	33
2025 Q3	$430K	Sell	4,098 -5,949	-59%	-$612K	0.27%	30
2025 Q2	$987K	Sell	10,047 -5,027	-33%	-$475K	0.6%	17
2025 Q1	$1.38M	Sell	15,074 -100,519	-87%	-$9.8M	1.02%	16
2024 Q4	$11.4M	Buy	115,593 +3,210	+3%	+$332K	8.66%	4
2024 Q3	$11.5M	Buy	112,383 +6,512	+6%	+$645K	8.25%	4
2024 Q2	$10.3M	Buy	105,871 +2,911	+3%	+$305K	8.35%	5
2024 Q1	$11.3M	Sell	102,960 -9,834	-9%	-$963K	9.13%	4
2023 Q4	$10M	Buy	+112,794	New	+$9.27M	8.29%	5

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

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

Schwallier Wealth Management reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 3.7% in Q1 2026, selling an estimated $15.8K and leaving 3,874 shares worth $401K. The position accounts for 0.29% of the portfolio, ranked #37.

Schwallier Wealth Management first reported a position in XMHQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.5M in Q3 2024. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

Schwallier Wealth Management held 3,874 shares of Invesco S&P MidCap Quality ETF worth $401K as of Q1 2026.
Schwallier Wealth Management sold 149 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $15.8K.
Invesco S&P MidCap Quality ETF made up 0.29% of Schwallier Wealth Management's portfolio in Q1 2026, its #37 holding.
Schwallier Wealth Management first reported a position in Invesco S&P MidCap Quality ETF in Q4 2023 and has held it in 10 quarters since.
Schwallier Wealth Management's Invesco S&P MidCap Quality ETF position peaked at $11.5M in Q3 2024.
423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Schwallier Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.