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

Thoroughbred 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 		$9.33M Sell
90,270
-883
-1% -$93.7K 0.56% 37
2025
Q4 		$9.34M Sell
91,153
-4,201
-4% -$433K 0.55% 37
2025
Q3 		$10M Sell
95,354
-1,334
-1% -$137K 0.62% 34
2025
Q2 		$9.5M Sell
96,688
-13,582
-12% -$1.28M 0.66% 34
2025
Q1 		$10.1M Buy
110,270
+17,703
+19% +$1.73M 0.63% 34
2024
Q4 		$9.12M Buy
92,567
+12,102
+15% +$1.25M 0.56% 38
2024
Q3 		$8.25M Buy
80,465
+13,999
+21% +$1.39M 0.53% 38
2024
Q2 		$6.45M Buy
66,466
+14,273
+27% +$1.5M 0.43% 43
2024
Q1 		$5.74M Buy
52,193
+2,717
+5% +$266K 0.55% 41
2023
Q4 		$4.39M Buy
49,476
+15,333
+45% +$1.26M 0.35% 61
2023
Q3 		$2.75M Buy
34,143
+10,851
+47% +$892K 0.27% 82
2023
Q2 		$1.88M Buy
23,292
+5,836
+33% +$436K 0.25% 97
2023
Q1 		$1.28M Buy
17,456
+5,045
+41% +$369K 0.19% 131
2022
Q4 		$857K Buy
12,411
+5,264
+74% +$367K 0.14% 163
2022
Q3 		$445K Sell
7,147
-334
-4% -$22.6K 0.08% 222
2022
Q2 		$475K Buy
7,481
+2,175
+41% +$151K 0.09% 224
2022
Q1 		$400K Buy
+5,306
New +$405K 0.07% 243

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

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

Thoroughbred Financial Services reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 0.97% in Q1 2026, selling an estimated $93.7K and leaving 90,270 shares worth $9.33M. The position accounts for 0.56% of the portfolio, ranked #37.

Thoroughbred Financial Services first reported a position in XMHQ in Q1 2022 and has held it in 17 quarters since. The position peaked at $10.1M in Q1 2025. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

  • Thoroughbred Financial Services held 90,270 shares of Invesco S&P MidCap Quality ETF worth $9.33M as of Q1 2026.
  • Thoroughbred Financial Services sold 883 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $93.7K.
  • Invesco S&P MidCap Quality ETF made up 0.56% of Thoroughbred Financial Services's portfolio in Q1 2026, its #37 holding.
  • Thoroughbred Financial Services first reported a position in Invesco S&P MidCap Quality ETF in Q1 2022 and has held it in 17 quarters since.
  • Thoroughbred Financial Services's Invesco S&P MidCap Quality ETF position peaked at $10.1M in Q1 2025.
  • 423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Thoroughbred Financial Services's 13F filing for Q1 2026, filed 12 May 2026.