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

SHP 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 		$33.5K Hold
324
– – ﹤0.01% 592
2025
Q4 		$33.2K Buy
+324
New +$33.4K ﹤0.01% 577

Other funds holding XMHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $13.4B AUM 22.25% 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 $79.5B AUM 27.1% 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

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

SHP Wealth Management held its Invesco S&P MidCap Quality ETF (XMHQ) position steady in Q1 2026 at 324 shares worth $33.5K. The position accounts for ﹤0.01% of the portfolio, ranked #592.

SHP Wealth Management first reported a position in XMHQ in Q4 2025 and has held it in 2 quarters since. 425 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

  • SHP Wealth Management held 324 shares of Invesco S&P MidCap Quality ETF worth $33.5K as of Q1 2026.
  • SHP Wealth Management left its Invesco S&P MidCap Quality ETF share count unchanged in Q1 2026.
  • Invesco S&P MidCap Quality ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #592 holding.
  • SHP Wealth Management first reported a position in Invesco S&P MidCap Quality ETF in Q4 2025 and has held it in 2 quarters since.
  • 425 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.