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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TruWealth Advisors's XMHQ Position: Q1 2026 in Review

TruWealth Advisors increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 50% in Q1 2026, buying an estimated $17.4M and bringing the position to 491,754 shares worth $50.8M. The position accounts for 2.44% of the portfolio, ranked #8.

TruWealth Advisors first reported a position in XMHQ in Q1 2024 and has held it in 9 quarters since. 427 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

TruWealth Advisors held 491,754 shares of Invesco S&P MidCap Quality ETF worth $50.8M as of Q1 2026.
TruWealth Advisors bought 163,753 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $17.4M.
Invesco S&P MidCap Quality ETF made up 2.44% of TruWealth Advisors's portfolio in Q1 2026, its #8 holding.
TruWealth Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q1 2024 and has held it in 9 quarters since.
427 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.