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XMHQ icon

TruWealth Advisors’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

TruWealth Advisors’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 		$50.8M Buy
491,754
+163,753
+50% +$17.4M 2.44% 8
2025
Q4 		$33.6M Buy
328,001
+18,910
+6% +$1.95M 1.64% 17
2025
Q3 		$32.4M Buy
309,091
+5,368
+2% +$552K 1.64% 18
2025
Q2 		$29.8M Buy
303,723
+13,023
+4% +$1.23M 1.64% 19
2025
Q1 		$26.6M Buy
290,700
+90,986
+46% +$8.87M 1.61% 18
2024
Q4 		$19.7M Buy
199,714
+131,713
+194% +$13.6M 1.19% 27
2024
Q3 		$6.98M Buy
68,001
+5,536
+9% +$548K 0.43% 52
2024
Q2 		$6.06M Buy
62,465
+60,543
+3,150% +$6.35M 0.4% 50
2024
Q1 		$211K Buy
+1,922
New +$188K 0.01% 158

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