XY Planning Network
XMHQ icon

XY Planning Network’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

XY Planning Network’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 		$13.3M Buy
119,092
+27,643
+30% +$3.19M 1.43% 12
2026
Q2 		$10.3M Buy
91,449
+20,010
+28% +$2.18M 1.3% 20
2026
Q1 		$7.46M Buy
71,439
+12,951
+22% +$1.37M 1.19% 21
2025
Q4 		$5.99M Buy
58,488
+47,201
+418% +$4.87M 1.04% 23
2025
Q3 		$1.11M Hold
11,287
– – 0.38% 64
2025
Q2 		$1.11M Buy
11,287
+4,592
+69% +$434K 0.38% 64
2025
Q1 		$613K Buy
6,695
+463
+7% +$45.1K 0.41% 58
2024
Q4 		$614K Buy
+6,232
New +$645K 0.46% 49

Other funds holding XMHQ

Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return
TCOT
Trust Company of Toledo Holland, Ohio $1.25B AUM 28.18% 1-Year Est. Return
Madrona Financial Services
Madrona Financial Services Everett, Washington $646M AUM 23.24% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return
Oasis Advisors
Oasis Advisors Forest City, Iowa $238M AUM 11% 1-Year Est. Return
Altus Wealth Group
Altus Wealth Group Colorado Springs, Colorado $266M AUM 17.94% 1-Year Est. Return

XY Planning Network's XMHQ Position: Q3 2026 in Review

XY Planning Network increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 30% in Q3 2026, buying an estimated $3.19M and bringing the position to 119,092 shares worth $13.3M. The position accounts for 1.43% of the portfolio, ranked #12.

XY Planning Network first reported a position in XMHQ in Q4 2024 and has held it in 8 quarters since. 123 funds tracked by Wall St. Rank hold XMHQ as of Q3 2026.

  • XY Planning Network held 119,092 shares of Invesco S&P MidCap Quality ETF worth $13.3M as of Q3 2026.
  • XY Planning Network bought 27,643 Invesco S&P MidCap Quality ETF shares in Q3 2026, an estimated $3.19M.
  • Invesco S&P MidCap Quality ETF made up 1.43% of XY Planning Network's portfolio in Q3 2026, its #12 holding.
  • XY Planning Network first reported a position in Invesco S&P MidCap Quality ETF in Q4 2024 and has held it in 8 quarters since.
  • 123 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.