Twin Peaks Wealth Advisors’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Twin Peaks Wealth 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	$510K	Sell	4,934 -8	-0.2%	-$849	0.13%	110
2025 Q4	$538K	Sell	4,942 -188	-4%	-$19.4K	0.16%	99
2025 Q3	$538K	Sell	5,130 -185	-3%	-$19K	0.18%	97
2025 Q2	$545K	Sell	5,315 -435	-8%	-$41.1K	0.18%	87
2025 Q1	$511K	Sell	5,750 -530	-8%	-$51.7K	0.23%	80
2024 Q4	$618K	Sell	6,280 -106	-2%	-$11K	0.26%	69
2024 Q3	$655K	Sell	6,386 -168	-3%	-$16.6K	0.3%	67
2024 Q2	$636K	Sell	6,554 -346	-5%	-$36.3K	0.32%	63
2024 Q1	$759K	Sell	6,900 -105	-1%	-$10.3K	0.42%	50
2023 Q4	$621K	Buy	+7,005	New	+$575K	0.4%	54

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

Twin Peaks Wealth Advisors's XMHQ Position: Q1 2026 in Review

Twin Peaks Wealth Advisors reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 0.16% in Q1 2026, selling an estimated $849 and leaving 4,934 shares worth $510K. The position accounts for 0.13% of the portfolio, ranked #110.

Twin Peaks Wealth Advisors first reported a position in XMHQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $759K in Q1 2024. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

Twin Peaks Wealth Advisors held 4,934 shares of Invesco S&P MidCap Quality ETF worth $510K as of Q1 2026.
Twin Peaks Wealth Advisors sold 8 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $849.
Invesco S&P MidCap Quality ETF made up 0.13% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #110 holding.
Twin Peaks Wealth Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q4 2023 and has held it in 10 quarters since.
Twin Peaks Wealth Advisors's Invesco S&P MidCap Quality ETF position peaked at $759K in Q1 2024.
423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.