SYM Financial Corp
XMHQ icon

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

SYM Financial Corp’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
Q3 		$4.8K Hold
43
– – ﹤0.01% 514
2026
Q2 		$4.85K Hold
43
– – ﹤0.01% 492
2026
Q1 		$4.44K Buy
+43
New +$4.56K ﹤0.01% 406
2025
Q1 		– Sell
-23
Closed -$2.26K – 392
2024
Q4 		$2.26K Buy
+23
New +$2.38K ﹤0.01% 320

Other funds holding XMHQ

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

SYM Financial Corp's XMHQ Position: Q3 2026 in Review

SYM Financial Corp held its Invesco S&P MidCap Quality ETF (XMHQ) position steady in Q3 2026 at 43 shares worth $4.8K. The position accounts for ﹤0.01% of the portfolio, ranked #514.

SYM Financial Corp first reported a position in XMHQ in Q4 2024 and has held it in 4 quarters since. The position peaked at $4.85K in Q2 2026. 389 funds tracked by Wall St. Rank hold XMHQ as of Q3 2026.

  • SYM Financial Corp held 43 shares of Invesco S&P MidCap Quality ETF worth $4.8K as of Q3 2026.
  • SYM Financial Corp left its Invesco S&P MidCap Quality ETF share count unchanged in Q3 2026.
  • Invesco S&P MidCap Quality ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q3 2026, its #514 holding.
  • SYM Financial Corp first reported a position in Invesco S&P MidCap Quality ETF in Q4 2024 and has held it in 4 quarters since.
  • SYM Financial Corp's Invesco S&P MidCap Quality ETF position peaked at $4.85K in Q2 2026.
  • 389 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.