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Summit Wealth Group (Colorado)’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-1,686
Closed -$353K – 492
2025
Q3 		$353K Buy
+1,686
New +$174K 0.05% 178

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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Summit Wealth Group (Colorado)'s XMHQ Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q4 2025, closing a stake of 1,686 shares — an estimated $353K sold.

Summit Wealth Group (Colorado) first reported a position in XMHQ in Q3 2025 and held it in 1 quarter. The position peaked at $353K in Q3 2025. 420 funds tracked by Wall St. Rank hold XMHQ as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Invesco S&P MidCap Quality ETF position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 1,686 Invesco S&P MidCap Quality ETF shares in Q4 2025, an estimated $353K.
  • Summit Wealth Group (Colorado) first reported a position in Invesco S&P MidCap Quality ETF in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Invesco S&P MidCap Quality ETF position peaked at $353K in Q3 2025.
  • 420 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.