Stifel Financial
XMHQ icon

Stifel Financial’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Stifel Financial’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 		$16.4M Sell
159,025
-282,268
-64% -$29.9M 0.02% 720
2025
Q4 		$45.2M Sell
441,293
-8,435
-2% -$870K 0.04% 381
2025
Q3 		$47.2M Buy
449,728
+3,984
+0.9% +$410K 0.04% 371
2025
Q2 		$43.8M Sell
445,744
-1,444,233
-76% -$136M 0.04% 374
2025
Q1 		$173M Buy
1,889,977
+91,711
+5% +$8.94M 0.18% 121
2024
Q4 		$177M Buy
1,798,266
+129,365
+8% +$13.4M 0.18% 126
2024
Q3 		$171M Buy
1,668,901
+124,140
+8% +$12.3M 0.18% 129
2024
Q2 		$150M Sell
1,544,761
-23,566
-2% -$2.47M 0.17% 134
2024
Q1 		$173M Sell
1,568,327
-14,432
-0.9% -$1.41M 0.2% 118
2023
Q4 		$140M Buy
1,582,759
+544,342
+52% +$44.7M 0.18% 130
2023
Q3 		$83.6M Sell
1,038,417
-2,340
-0.2% -$192K 0.12% 190
2023
Q2 		$84M Buy
1,040,757
+903,980
+661% +$67.6M 0.11% 190
2023
Q1 		$10M Buy
136,777
+110,429
+419% +$8.07M 0.01% 689
2022
Q4 		$1.82M Buy
+26,348
New +$1.84M ﹤0.01% 1588

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

Stifel Financial's XMHQ Position: Q1 2026 in Review

Stifel Financial reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 64% in Q1 2026, selling an estimated $29.9M and leaving 159,025 shares worth $16.4M. The position accounts for 0.02% of the portfolio, ranked #720.

Stifel Financial first reported a position in XMHQ in Q4 2022 and has held it in 14 quarters since. The position peaked at $177M in Q4 2024. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

  • Stifel Financial held 159,025 shares of Invesco S&P MidCap Quality ETF worth $16.4M as of Q1 2026.
  • Stifel Financial sold 282,268 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $29.9M.
  • Invesco S&P MidCap Quality ETF made up 0.02% of Stifel Financial's portfolio in Q1 2026, its #720 holding.
  • Stifel Financial first reported a position in Invesco S&P MidCap Quality ETF in Q4 2022 and has held it in 14 quarters since.
  • Stifel Financial's Invesco S&P MidCap Quality ETF position peaked at $177M in Q4 2024.
  • 423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.