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

Symphony Financial Services’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	$834K	Buy	8,068 +73	+0.9%	+$7.74K	0.43%	40
2025 Q4	$819K	Buy	7,995 +570	+8%	+$58.8K	0.42%	40
2025 Q3	$779K	Buy	7,425 +791	+12%	+$81.4K	0.42%	38
2025 Q2	$652K	Buy	6,634 +119	+2%	+$11.2K	0.39%	34
2025 Q1	$596K	Sell	6,515 -172	-3%	-$16.8K	0.39%	33
2024 Q4	$658K	Sell	6,687 -12	-0.2%	-$1.24K	0.53%	32
2024 Q3	$679K	Buy	6,699 +166	+3%	+$16.4K	0.58%	33
2024 Q2	$634K	Buy	+6,533	New	+$685K	0.55%	37

Other funds holding XMHQ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Symphony Financial Services's XMHQ Position: Q1 2026 in Review

Symphony Financial Services increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 0.91% in Q1 2026, buying an estimated $7.74K and bringing the position to 8,068 shares worth $834K. The position accounts for 0.43% of the portfolio, ranked #40.

Symphony Financial Services first reported a position in XMHQ in Q2 2024 and has held it in 8 quarters since. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

Symphony Financial Services held 8,068 shares of Invesco S&P MidCap Quality ETF worth $834K as of Q1 2026.
Symphony Financial Services bought 73 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $7.74K.
Invesco S&P MidCap Quality ETF made up 0.43% of Symphony Financial Services's portfolio in Q1 2026, its #40 holding.
Symphony Financial Services first reported a position in Invesco S&P MidCap Quality ETF in Q2 2024 and has held it in 8 quarters since.
423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Symphony Financial Services's 13F filing for Q1 2026, filed 7 May 2026.