Y-Intercept (HK)
XMHQ icon

Y-Intercept (HK)’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Y-Intercept (HK)’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 		– Sell
-5,090
Closed -$575K – 2155
2026
Q2 		$575K Buy
+5,090
New +$554K 0.01% 1277
2025
Q4 		– Sell
-4,382
Closed -$460K – 2041
2025
Q3 		$460K Sell
4,382
-182
-4% -$18.7K 0.01% 1274
2025
Q2 		$448K Buy
+4,564
New +$431K 0.01% 1241
2024
Q4 		– Sell
-20,212
Closed -$2.07M – 1725
2024
Q3 		$2.07M Buy
+20,212
New +$2M 0.13% 195

Other funds holding XMHQ

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Y-Intercept (HK)'s XMHQ Position: Q3 2026 in Review

Y-Intercept (HK) sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q3 2026, closing a stake of 5,090 shares — an estimated $575K sold.

Y-Intercept (HK) first reported a position in XMHQ in Q3 2024 and held it in 4 quarters. The position peaked at $2.07M in Q3 2024. 389 funds tracked by Wall St. Rank hold XMHQ as of Q3 2026.

  • Y-Intercept (HK) reported no remaining Invesco S&P MidCap Quality ETF position as of Q3 2026 after selling out during the quarter.
  • Y-Intercept (HK) sold 5,090 Invesco S&P MidCap Quality ETF shares in Q3 2026, an estimated $575K.
  • Y-Intercept (HK) first reported a position in Invesco S&P MidCap Quality ETF in Q3 2024 and held it in 4 quarters.
  • Y-Intercept (HK)'s Invesco S&P MidCap Quality ETF position peaked at $2.07M in Q3 2024.
  • 389 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.