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USAdvisors Wealth Management’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

USAdvisors Wealth Management’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 		$7.22M Buy
71,830
+914
+1% +$97K 2.4% 10
2025
Q4 		$7.26M Buy
70,916
+2,090
+3% +$216K 2.39% 9
2025
Q3 		$7.22M Buy
68,826
+3,329
+5% +$343K 2.49% 8
2025
Q2 		$6.44M Sell
65,497
-227
-0.3% -$21.4K 2.39% 8
2025
Q1 		$6.01M Buy
65,724
+160
+0.2% +$15.6K 2.1% 11
2024
Q4 		$6.46M Buy
65,564
+54
+0.1% +$5.59K 2.1% 12
2024
Q3 		$6.71M Buy
65,510
+3,528
+6% +$349K 2.35% 9
2024
Q2 		$6.01M Buy
61,982
+2,551
+4% +$267K 2.12% 11
2024
Q1 		$6.52M Buy
59,431
+8,024
+16% +$786K 2.46% 8
2023
Q4 		$4.56M Buy
51,407
+7,381
+17% +$606K 1.89% 20
2023
Q3 		$3.54M Buy
44,026
+22,804
+107% +$1.87M 1.58% 24
2023
Q2 		$1.72M Buy
21,222
+2,477
+13% +$185K 0.81% 34
2023
Q1 		$1.38M Buy
18,745
+92
+0.5% +$6.72K 0.66% 40
2022
Q4 		$1.29M Buy
18,653
+1,005
+6% +$70K 0.62% 43
2022
Q3 		$1.1M Buy
17,648
+755
+4% +$51.1K 0.56% 45
2022
Q2 		$1.07M Sell
16,893
-3
-0% -$208 0.54% 45
2022
Q1 		$1.28M Buy
16,896
+1,078
+7% +$82.3K 0.54% 44
2021
Q4 		$1.27M Buy
15,818
+337
+2% +$26.9K 0.52% 44
2021
Q3 		$1.18M Buy
15,481
+225
+1% +$17.4K 0.51% 44
2021
Q2 		$1.18M Buy
15,256
+1,361
+10% +$106K 0.64% 41
2021
Q1 		$1.06M Buy
13,895
+2,812
+25% +$205K 0.51% 47
2020
Q4 		$758K Buy
+11,083
New +$686K 0.36% 49

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

USAdvisors Wealth Management's XMHQ Position: Q1 2026 in Review

USAdvisors Wealth Management increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 1.3% in Q1 2026, buying an estimated $97K and bringing the position to 71,830 shares worth $7.22M. The position accounts for 2.4% of the portfolio, ranked #10.

USAdvisors Wealth Management first reported a position in XMHQ in Q4 2020 and has held it in 22 quarters since. The position peaked at $7.26M in Q4 2025. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

  • USAdvisors Wealth Management held 71,830 shares of Invesco S&P MidCap Quality ETF worth $7.22M as of Q1 2026.
  • USAdvisors Wealth Management bought 914 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $97K.
  • Invesco S&P MidCap Quality ETF made up 2.4% of USAdvisors Wealth Management's portfolio in Q1 2026, its #10 holding.
  • USAdvisors Wealth Management first reported a position in Invesco S&P MidCap Quality ETF in Q4 2020 and has held it in 22 quarters since.
  • USAdvisors Wealth Management's Invesco S&P MidCap Quality ETF position peaked at $7.26M in Q4 2025.
  • 423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on USAdvisors Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.