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

Waverly 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 		$2.87M Buy
27,762
+99
+0.4% +$10.5K 0.02% 560
2025
Q4 		$2.83M Buy
27,663
+1,183
+4% +$122K 0.02% 512
2025
Q3 		$2.78M Buy
26,480
+608
+2% +$62.6K 0.03% 440
2025
Q2 		$2.54M Sell
25,872
-522
-2% -$49.3K 0.03% 443
2025
Q1 		$2.42M Buy
26,394
+4,810
+22% +$469K 0.03% 435
2024
Q4 		$2.13M Buy
21,584
+3,226
+18% +$334K 0.03% 376
2024
Q3 		$1.88M Buy
18,358
+1,249
+7% +$124K 0.03% 339
2024
Q2 		$1.66M Buy
17,109
+10,162
+146% +$1.07M 0.03% 347
2024
Q1 		$765K Buy
+6,947
New +$680K 0.02% 411

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

Waverly Advisors's XMHQ Position: Q1 2026 in Review

Waverly Advisors increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 0.36% in Q1 2026, buying an estimated $10.5K and bringing the position to 27,762 shares worth $2.87M. The position accounts for 0.02% of the portfolio, ranked #560.

Waverly Advisors first reported a position in XMHQ in Q1 2024 and has held it in 9 quarters since. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

  • Waverly Advisors held 27,762 shares of Invesco S&P MidCap Quality ETF worth $2.87M as of Q1 2026.
  • Waverly Advisors bought 99 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $10.5K.
  • Invesco S&P MidCap Quality ETF made up 0.02% of Waverly Advisors's portfolio in Q1 2026, its #560 holding.
  • Waverly Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q1 2024 and has held it in 9 quarters since.
  • 423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.