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Willow Financial’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Willow Financial’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 		$5.07M Sell
49,076
-33,819
-41% -$3.59M 5.14% 11
2025
Q4 		$8.49M Buy
+82,895
New +$8.55M 8.63% 2

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

Willow Financial's XMHQ Position: Q1 2026 in Review

Willow Financial reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 41% in Q1 2026, selling an estimated $3.59M and leaving 49,076 shares worth $5.07M. The position accounts for 5.14% of the portfolio, ranked #11.

Willow Financial first reported a position in XMHQ in Q4 2025 and has held it in 2 quarters since. The position peaked at $8.49M in Q4 2025. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

  • Willow Financial held 49,076 shares of Invesco S&P MidCap Quality ETF worth $5.07M as of Q1 2026.
  • Willow Financial sold 33,819 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $3.59M.
  • Invesco S&P MidCap Quality ETF made up 5.14% of Willow Financial's portfolio in Q1 2026, its #11 holding.
  • Willow Financial first reported a position in Invesco S&P MidCap Quality ETF in Q4 2025 and has held it in 2 quarters since.
  • Willow Financial's Invesco S&P MidCap Quality ETF position peaked at $8.49M in Q4 2025.
  • 423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Willow Financial's 13F filing for Q1 2026, filed 21 Apr 2026.