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Sunbelt Securities’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Sunbelt Securities’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 		$15.1K Buy
146
+88
+152% +$9.34K ﹤0.01% 1378
2025
Q4 		$5.97K Sell
58
-462
-89% -$47.7K ﹤0.01% 1579
2025
Q3 		$54.6K Sell
520
-1,706
-77% -$176K ﹤0.01% 979
2025
Q2 		$219K Buy
2,226
+749
+51% +$70.7K 0.02% 562
2025
Q1 		$135K Sell
1,477
-749
-34% -$73K 0.01% 661
2024
Q4 		$220K Buy
+2,226
New +$230K 0.02% 562

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

Sunbelt Securities's XMHQ Position: Q1 2026 in Review

Sunbelt Securities increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 152% in Q1 2026, buying an estimated $9.34K and bringing the position to 146 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1378.

Sunbelt Securities first reported a position in XMHQ in Q4 2024 and has held it in 6 quarters since. The position peaked at $220K in Q4 2024. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

  • Sunbelt Securities held 146 shares of Invesco S&P MidCap Quality ETF worth $15.1K as of Q1 2026.
  • Sunbelt Securities bought 88 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $9.34K.
  • Invesco S&P MidCap Quality ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1378 holding.
  • Sunbelt Securities first reported a position in Invesco S&P MidCap Quality ETF in Q4 2024 and has held it in 6 quarters since.
  • Sunbelt Securities's Invesco S&P MidCap Quality ETF position peaked at $220K in Q4 2024.
  • 423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.