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

Western 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	$2.51M	Sell	24,327 -3,426	-12%	-$363K	0.1%	236
2025 Q4	$2.84M	Buy	27,753 +22,171	+397%	+$2.29M	0.13%	163
2025 Q3	$586K	Buy	5,582 +1,579	+39%	+$163K	0.03%	411
2025 Q2	$393K	Buy	4,003 +518	+15%	+$48.9K	0.02%	487
2025 Q1	$319K	Sell	3,485 -31,675	-90%	-$3.09M	0.02%	516
2024 Q4	$3.46M	Sell	35,160 -7,970	-18%	-$825K	0.23%	87
2024 Q3	$4.42M	Buy	43,130 +6,009	+16%	+$595K	0.25%	81
2024 Q2	$3.6M	Buy	37,121 +689	+2%	+$72.2K	0.27%	75
2024 Q1	$4.01M	Buy	36,432 +28,963	+388%	+$2.84M	0.31%	67
2023 Q4	$663K	Buy	7,469 +455	+6%	+$37.4K	0.05%	350
2023 Q3	$565K	Buy	+7,014	New	+$576K	0.05%	362

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

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

Western Wealth Management reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 12% in Q1 2026, selling an estimated $363K and leaving 24,327 shares worth $2.51M. The position accounts for 0.1% of the portfolio, ranked #236.

Western Wealth Management first reported a position in XMHQ in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.42M in Q3 2024. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

Western Wealth Management held 24,327 shares of Invesco S&P MidCap Quality ETF worth $2.51M as of Q1 2026.
Western Wealth Management sold 3,426 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $363K.
Invesco S&P MidCap Quality ETF made up 0.1% of Western Wealth Management's portfolio in Q1 2026, its #236 holding.
Western Wealth Management first reported a position in Invesco S&P MidCap Quality ETF in Q3 2023 and has held it in 11 quarters since.
Western Wealth Management's Invesco S&P MidCap Quality ETF position peaked at $4.42M in Q3 2024.
423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.