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

Westfuller 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	$1.53M	Sell	14,802 -507	-3%	-$53.8K	0.66%	42
2025 Q4	$1.57M	Buy	15,309 +882	+6%	+$91K	0.63%	40
2025 Q3	$1.51M	Buy	14,427 +2,983	+26%	+$307K	0.69%	40
2025 Q2	$1.12M	Sell	11,444 -3,392	-23%	-$320K	0.64%	38
2025 Q1	$1.36M	Buy	14,836 +194	+1%	+$18.9K	0.91%	29
2024 Q4	$1.44M	Buy	14,642 +1,402	+11%	+$145K	0.92%	32
2024 Q3	$1.36M	Buy	+13,240	New	+$1.31M	0.98%	29
2024 Q1	$1.36M	Buy	+12,348	New	+$1.21M	1.63%	23

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

Westfuller Advisors's XMHQ Position: Q1 2026 in Review

Westfuller Advisors reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 3.3% in Q1 2026, selling an estimated $53.8K and leaving 14,802 shares worth $1.53M. The position accounts for 0.66% of the portfolio, ranked #42.

Westfuller Advisors first reported a position in XMHQ in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.57M in Q4 2025. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

Westfuller Advisors held 14,802 shares of Invesco S&P MidCap Quality ETF worth $1.53M as of Q1 2026.
Westfuller Advisors sold 507 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $53.8K.
Invesco S&P MidCap Quality ETF made up 0.66% of Westfuller Advisors's portfolio in Q1 2026, its #42 holding.
Westfuller Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q1 2024 and has held it in 8 quarters since.
Westfuller Advisors's Invesco S&P MidCap Quality ETF position peaked at $1.57M in Q4 2025.
423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.