Wimmer Associates 1’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Wimmer Associates 1’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	$252K	Hold	2,435	–	–	0.12%	100
2025 Q4	$249K	Sell	2,435 -100	-4%	-$10.3K	0.12%	98
2025 Q3	$266K	Sell	2,535 -1,200	-32%	-$124K	0.13%	95
2025 Q2	$367K	Sell	3,735 -50	-1%	-$4.72K	0.19%	85
2025 Q1	$375K	Hold	3,785	–	–	0.2%	83
2024 Q4	$373K	Hold	3,785	–	–	0.18%	87
2024 Q3	$388K	Hold	3,785	–	–	0.19%	84
2024 Q2	$367K	Sell	3,785 -110	-3%	-$11.5K	0.19%	87
2024 Q1	$429K	Buy	3,895 +1,200	+45%	+$117K	0.23%	83
2023 Q4	$239K	Buy	+2,695	New	+$221K	0.13%	103

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

Wimmer Associates 1's XMHQ Position: Q1 2026 in Review

Wimmer Associates 1 held its Invesco S&P MidCap Quality ETF (XMHQ) position steady in Q1 2026 at 2,435 shares worth $252K. The position accounts for 0.12% of the portfolio, ranked #100.

Wimmer Associates 1 first reported a position in XMHQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $429K in Q1 2024. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

Wimmer Associates 1 held 2,435 shares of Invesco S&P MidCap Quality ETF worth $252K as of Q1 2026.
Wimmer Associates 1 left its Invesco S&P MidCap Quality ETF share count unchanged in Q1 2026.
Invesco S&P MidCap Quality ETF made up 0.12% of Wimmer Associates 1's portfolio in Q1 2026, its #100 holding.
Wimmer Associates 1 first reported a position in Invesco S&P MidCap Quality ETF in Q4 2023 and has held it in 10 quarters since.
Wimmer Associates 1's Invesco S&P MidCap Quality ETF position peaked at $429K in Q1 2024.
423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Wimmer Associates 1's 13F filing for Q1 2026, filed 15 May 2026.