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 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

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

TCOT

Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return

KAS

KPP Advisory Services Louisville, Kentucky $791M AUM 28.5% 1-Year Est. Return

HAIM

Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Y-Intercept (HK)'s XMHQ Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in Invesco S&P MidCap Quality ETF (XMHQ) in Q2 2026: 5,090 shares worth $575K. The stake represents 0.01% of the portfolio and ranks #1277 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in XMHQ as recently as Q3 2025.

Y-Intercept (HK) first reported a position in XMHQ in Q3 2024 and has held it in 4 quarters since. The position peaked at $2.07M in Q3 2024. 169 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Y-Intercept (HK) held 5,090 shares of Invesco S&P MidCap Quality ETF worth $575K as of Q2 2026.
Invesco S&P MidCap Quality ETF was a new Y-Intercept (HK) position in Q2 2026.
Invesco S&P MidCap Quality ETF made up 0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1277 holding.
Y-Intercept (HK) first reported a position in Invesco S&P MidCap Quality ETF in Q3 2024 and has held it in 4 quarters since.
Y-Intercept (HK)'s Invesco S&P MidCap Quality ETF position peaked at $2.07M in Q3 2024.
169 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.