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 Q3	$1.18M	Sell	10,553 -2,176	-17%	-$251K	0.35%	70
2026 Q2	$1.44M	Sell	12,729 -2,073	-14%	-$226K	0.52%	51
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 $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Westfuller Advisors's XMHQ Position: Q3 2026 in Review

Westfuller Advisors reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 17% in Q3 2026, selling an estimated $251K and leaving 10,553 shares worth $1.18M. The position accounts for 0.35% of the portfolio, ranked #70.

Westfuller Advisors first reported a position in XMHQ in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.57M in Q4 2025. 389 funds tracked by Wall St. Rank hold XMHQ as of Q3 2026.

Westfuller Advisors held 10,553 shares of Invesco S&P MidCap Quality ETF worth $1.18M as of Q3 2026.
Westfuller Advisors sold 2,176 Invesco S&P MidCap Quality ETF shares in Q3 2026, an estimated $251K.
Invesco S&P MidCap Quality ETF made up 0.35% of Westfuller Advisors's portfolio in Q3 2026, its #70 holding.
Westfuller Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q1 2024 and has held it in 10 quarters since.
Westfuller Advisors's Invesco S&P MidCap Quality ETF position peaked at $1.57M in Q4 2025.
389 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q3 2026.

Based on Westfuller Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.