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WESCAP Management Group’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

WESCAP Management Group’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 		$11.3M Buy
108,879
+8,021
+8% +$851K 2.22% 13
2025
Q4 		$10.3M Buy
100,858
+10,595
+12% +$1.09M 2.09% 15
2025
Q3 		$9.47M Buy
90,263
+3,311
+4% +$341K 1.99% 15
2025
Q2 		$8.54M Buy
86,952
+72,663
+509% +$6.86M 1.94% 14
2025
Q1 		$1.31M Buy
+14,289
New +$1.39M 0.32% 54

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

WESCAP Management Group's XMHQ Position: Q1 2026 in Review

WESCAP Management Group increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 8% in Q1 2026, buying an estimated $851K and bringing the position to 108,879 shares worth $11.3M. The position accounts for 2.22% of the portfolio, ranked #13.

WESCAP Management Group first reported a position in XMHQ in Q1 2025 and has held it in 5 quarters since. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

  • WESCAP Management Group held 108,879 shares of Invesco S&P MidCap Quality ETF worth $11.3M as of Q1 2026.
  • WESCAP Management Group bought 8,021 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $851K.
  • Invesco S&P MidCap Quality ETF made up 2.22% of WESCAP Management Group's portfolio in Q1 2026, its #13 holding.
  • WESCAP Management Group first reported a position in Invesco S&P MidCap Quality ETF in Q1 2025 and has held it in 5 quarters since.
  • 423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on WESCAP Management Group's 13F filing for Q1 2026, filed 12 May 2026.