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

Summit 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 		$555K Sell
5,365
-322
-6% -$34.2K 0.01% 962
2025
Q4 		$582K Sell
5,687
-549
-9% -$56.6K 0.01% 836
2025
Q3 		$655K Buy
+6,236
New +$642K 0.01% 790

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

Summit Financial's XMHQ Position: Q1 2026 in Review

Summit Financial reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 5.7% in Q1 2026, selling an estimated $34.2K and leaving 5,365 shares worth $555K. The position accounts for 0.01% of the portfolio, ranked #962.

Summit Financial first reported a position in XMHQ in Q3 2025 and has held it in 3 quarters since. The position peaked at $655K in Q3 2025. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

  • Summit Financial held 5,365 shares of Invesco S&P MidCap Quality ETF worth $555K as of Q1 2026.
  • Summit Financial sold 322 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $34.2K.
  • Invesco S&P MidCap Quality ETF made up 0.01% of Summit Financial's portfolio in Q1 2026, its #962 holding.
  • Summit Financial first reported a position in Invesco S&P MidCap Quality ETF in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's Invesco S&P MidCap Quality ETF position peaked at $655K in Q3 2025.
  • 423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.