Winch Advisory Services’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Winch Advisory Services’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	$5.58K	Hold	54	–	–	﹤0.01%	361
2025 Q4	$5.53K	Hold	54	–	–	﹤0.01%	357
2025 Q3	$5.67K	Sell	54 -10	-16%	-$1.03K	﹤0.01%	350
2025 Q2	$6.29K	Buy	64 +10	+19%	+$944	﹤0.01%	331
2025 Q1	$4.94K	Hold	54	–	–	﹤0.01%	338
2024 Q4	$5.32K	Hold	54	–	–	﹤0.01%	356
2024 Q3	$5.54K	Hold	54	–	–	﹤0.01%	305
2024 Q2	$5.24K	Buy	+54	New	+$5.66K	﹤0.01%	313

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

Winch Advisory Services's XMHQ Position: Q1 2026 in Review

Winch Advisory Services held its Invesco S&P MidCap Quality ETF (XMHQ) position steady in Q1 2026 at 54 shares worth $5.58K. The position accounts for ﹤0.01% of the portfolio, ranked #361.

Winch Advisory Services first reported a position in XMHQ in Q2 2024 and has held it in 8 quarters since. The position peaked at $6.29K in Q2 2025. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

Winch Advisory Services held 54 shares of Invesco S&P MidCap Quality ETF worth $5.58K as of Q1 2026.
Winch Advisory Services left its Invesco S&P MidCap Quality ETF share count unchanged in Q1 2026.
Invesco S&P MidCap Quality ETF made up ﹤0.01% of Winch Advisory Services's portfolio in Q1 2026, its #361 holding.
Winch Advisory Services first reported a position in Invesco S&P MidCap Quality ETF in Q2 2024 and has held it in 8 quarters since.
Winch Advisory Services's Invesco S&P MidCap Quality ETF position peaked at $6.29K in Q2 2025.
423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Winch Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.