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

Truist Financial’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	$1.3M	Buy	12,574 +1,254	+11%	+$133K	﹤0.01%	1565
2025 Q4	$1.16M	Buy	11,320 +360	+3%	+$37.1K	﹤0.01%	1583
2025 Q3	$1.15M	Buy	10,960 +271	+3%	+$27.9K	﹤0.01%	1603
2025 Q2	$1.05M	Sell	10,689 -6,453	-38%	-$609K	﹤0.01%	1579
2025 Q1	$1.57M	Sell	17,142 -13,039	-43%	-$1.27M	﹤0.01%	1329
2024 Q4	$2.97M	Buy	30,181 +487	+2%	+$50.4K	﹤0.01%	1058
2024 Q3	$3.05M	Buy	29,694 +8,203	+38%	+$812K	﹤0.01%	1052
2024 Q2	$2.09M	Buy	21,491 +15,590	+264%	+$1.63M	﹤0.01%	1252
2024 Q1	$649K	Buy	5,901 +1,742	+42%	+$171K	﹤0.01%	1827
2023 Q4	$369K	Buy	4,159 +201	+5%	+$16.5K	﹤0.01%	2166
2023 Q3	$319K	Buy	3,958 +534	+16%	+$43.9K	﹤0.01%	2199
2023 Q2	$276K	Sell	3,424 -797	-19%	-$59.6K	﹤0.01%	2290
2023 Q1	$310K	Buy	+4,221	New	+$309K	﹤0.01%	2246

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

Truist Financial's XMHQ Position: Q1 2026 in Review

Truist Financial increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 11% in Q1 2026, buying an estimated $133K and bringing the position to 12,574 shares worth $1.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1565.

Truist Financial first reported a position in XMHQ in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.05M in Q3 2024. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

Truist Financial held 12,574 shares of Invesco S&P MidCap Quality ETF worth $1.3M as of Q1 2026.
Truist Financial bought 1,254 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $133K.
Invesco S&P MidCap Quality ETF made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #1565 holding.
Truist Financial first reported a position in Invesco S&P MidCap Quality ETF in Q1 2023 and has held it in 13 quarters since.
Truist Financial's Invesco S&P MidCap Quality ETF position peaked at $3.05M in Q3 2024.
423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.