Skip to content
Disclosery

XMHQ INVESCO EXCHANGE TRADED FD T

Follow

S&P MDCP QUALITY (fund)

423 managers (431 13F filers) reported a position in XMHQ shares at 2026-06-30, 31,675,959 shares in all. 32 filers opened a position and 25 filers sold out during the quarter.

Managers
423
13F filers
431
New
32
Added
167
Reduced
165
Sold out
25
Shares held by filers
31,675,959

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC4,069,723$459M0.1%-371,60813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,453,754$277M0.01%+37,33013F-HRTimelineGroup
Cetera Investment Advisers1,395,285$157M0.14%-7,19813F-HRTimeline
VANTAGEPOINT INVESTMENT ADVISERS LLC1,280,545$145M1.08%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,209,723$137M0.07%+7,52113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,083,543$121M0.05%+106,58713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,065,755$120M0.02%-105,57213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC948,076$107M0.13%+2,99813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC821,987$92.8M0.03%-73,33713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/641,349$72.4M<0.01%-15,67713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN588,075$66.4M0.01%-129,29713F-HRTimelineGroup
Waverly Advisors, LLC469,902$53M0.31%+442,14013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.431,036$48.7M0.06%+59,16213F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding427,132$48.2M-19,600Timeline
STRAIGHTLINE GROUP LLC370,591$41.8M19.72%+6,63213F-HRTimeline
NewEdge Advisors, LLC364,659$41.2M0.12%+30,97613F-HRTimeline
Focus Financial Network, Inc.348,740$39.4M1.22%+5,63713F-HRTimeline
EQUITABLE TRUST CO338,550$38.2M1.59%+6,17213F-HRTimeline
Cambridge Investment Research Advisors,…324,821$36.7M0.08%-2,92113F-HR/ATimeline
UMB Bank, n.a.321,520$36.3M0.46%+4,96913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Crestwood Advisors Group, LLC302,466$34.1M0.51%+6,45313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA282,592$31.9M0.01%+40,80013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding267,451$30.2M+1,237Timeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp266,013$30M0.5%+6,25013F-HRTimelineGroup
Bluespring Wealth Management, LLC255,789$28.9M0.56%new13F-HRTimeline
HighTower Advisors, LLC245,023$27.7M0.03%-1,58413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding226,473$25.6M-61,516Timeline
Private Advisor Group, LLC219,845$24.8M0.11%-26,73013F-HRTimeline
Trilogy Capital Inc.207,094$23.4M0.91%+21013F-HRTimeline
Blue Water Asset Management198,483$22.4M7.23%+3,64013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/188,122$21.2M1.77%+7,39313F-HRTimeline
KPP Advisory Services LLC184,344$20.8M2.64%+98913F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding180,456$20.4M+5,798Timeline
UBS Group AGgroup of 2 filers holding177,310$20M-2,625Timeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…176,086$19.9M2.29%+6,10813F-HRTimeline
SAX WEALTH ADVISORS, LLC186,619$19.3M0.78%-3,61313F-HRTimeline
Wealthspire Retirement, LLC161,859$18.3M1%+12,27413F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…161,101$18.2M0.49%+8,55813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP159,000$17.9M0.01%-2513F-HRTimelineGroup
WCG Wealth Advisors LLC149,538$16.9M0.4%+5,05413F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC148,069$16.7M2.49%+47,18313F-HRTimeline
MML INVESTORS SERVICES, LLC146,705$16.6M0.03%+23,66413F-HRTimeline
Bleakley Financial Group, LLC140,808$15.9M0.2%+3,66313F-HRTimeline
Everest Financial Group LLC131,701$14.9M2.01%-24,46813F-HRTimeline
Traction Financial Partners, LLC130,921$14.8M7.85%+5,09913F-HRTimeline
NBZ Investment Advisors LLC129,534$14.6M5.71%-1,39513F-HRTimeline
Clearview Wealth Management LLC128,187$14.5M9.3%-50413F-HRTimeline
PCG Wealth Advisors, LLC126,842$14.3M3.19%-14,08213F-HRTimeline
Sowell Financial Services LLC125,775$14.2M0.46%+2,22413F-HRTimeline
Madrona Financial Services, LLC123,961$14M2.58%-3,19713F-HRTimeline
&PARTNERS118,745$13.5M0.06%+34,23513F-HRTimeline
Merit Financial Group, LLC114,881$13M0.08%+2,69513F-HR/ATimeline
WESCAP Management Group, Inc.110,864$12.5M2.34%+1,98513F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC100,810$11.4M2.71%+8,63213F-HRTimeline
Integrated Wealth Concepts LLC100,162$11.3M0.06%+96,61313F-HRTimeline
Altus Wealth Group LLC99,819$11.3M4.07%+2,94213F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC95,805$10.8M4.49%new13F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding95,303$10.8M+47Timeline
Cornerstone Wealth Management, LLC93,077$10.5M0.45%+5,61613F-HRTimeline
XY Planning Network, Inc.91,449$10.3M1.3%+20,01013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.91,236$10.3M0.06%-14,47313F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.91,194$10.3M0.14%+1,71213F-HRTimeline
Janney Montgomery Scott LLC90,930$10.3M0.02%-9,52013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC89,533$10.1M0.48%-73713F-HRTimeline
Corecam Pte. Ltd.88,720$10M3.79%-20,20013F-HRTimeline
Oasis Advisors, LLC87,887$9.92M6.44%new13F-HRTimeline
Investors Portfolio Services LLC79,879$9.02M6.88%+12,41813F-HRTimeline
Gotham Asset Management, LLC79,486$8.97M0.02%+12,46913F-HRTimeline
HighPoint Advisor Group LLC79,238$8.94M0.32%+32013F-HRTimeline
Mariner, LLCin group Mariner, LLC76,511$8.64M0.01%+1,35713F-HRTimelineGroup
Trivium Point Advisory, LLC76,238$8.61M0.78%+50,15713F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.75,628$8.54M2.44%+5,33913F-HRTimeline
DHJJ Financial Advisors, Ltd.74,376$8.4M2.42%+2,20313F-HRTimeline
Wealth Enhancement Trust Services, Inc.72,818$8.22M0.91%-12,47413F-HR/ATimeline
NewEdge Wealth, LLC72,224$8.15M0.08%-4,67013F-HRTimeline
Farther Finance Advisors, LLC70,701$7.98M0.06%-16,43613F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC70,473$7.95M1.89%+1,39413F-HRTimeline
USAdvisors Wealth Management, LLC69,211$7.81M2.24%-2,61913F-HRTimeline
IHT Wealth Management, LLC68,586$7.74M0.16%-1,01713F-HRTimeline
Clark Wealth Partners66,614$7.52M4.25%-7,88513F-HRTimeline
Berkeley, Inc61,771$6.97M2.19%+40513F-HRTimeline
Lighthouse Wealth Management Inc.61,696$6.96M4.32%+2,52513F-HRTimeline
Financial Management, Inc.60,827$6.87M5.63%+85513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.60,450$6.82M0.07%+2,26813F-HRTimelineGroup
Burns Matteson Capital Management, LLC59,522$6.72M2.13%-3213F-HRTimeline
Journey Advisory Group, LLC58,778$6.63M0.51%+3,16013F-HRTimeline
American National Bank of Texas57,403$6.48M5.91%-51413F-HRTimeline
Modern Wealth Management, LLC56,580$6.39M0.08%-26,76013F-HRTimeline
Spectrum Wealth Advisory Group, LLC56,108$6.33M1.8%-65313F-HRTimeline
Principle Wealth Partners LLC56,075$6.33M0.31%-1,16313F-HRTimeline
MGO ONE SEVEN LLC55,670$6.28M0.1%-5,30413F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers55,440$6.26M0.01%+14,83813F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC55,142$6.22M0.12%+35,05913F-HRTimeline
PFG Advisors54,368$6.14M0.31%+3,11413F-HRTimeline
Mascagni Wealth Management, Inc.54,169$6.11M3.8%-1,15813F-HRTimeline
Perennial Investment Advisors, LLC54,060$6.11M0.41%+1,16913F-HRTimeline
Aspen Wealth Strategies, LLC53,417$6.03M2.92%+1,37413F-HRTimeline
Forge Financial Services LLC53,091$5.99M0.52%-92513F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC52,484$5.92M0.99%-56,07713F-HRTimeline
Live Oak Investment Partners51,820$5.85M3.15%+2,13213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…51,114$5.77M0.01%new13F-HRTimelineGroup
Prota Financial, LLC49,037$5.53M3.64%-27,23913F-HRTimeline
Onyx Bridge Wealth Group LLC48,910$5.52M0.5%+1,80913F-HRTimeline
MAI Capital Management48,326$5.46M0.02%+87813F-HRTimeline
Mann Financial Group, Inc.48,238$5.45M4.56%+8,43213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …48,013$5.42M0.1%-16,93513F-HRTimelineGroup
World Investment Advisors51,616$5.34M0.09%-8613F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC46,918$5.3M1%-1,17313F-HRTimeline
Silver Coast Investments LLC46,706$5.27M1.57%-19313F-HRTimeline
Concentrum Wealth Management45,353$5.12M1.23%+1,87413F-HRTimeline
Carolina Wealth Management Inc44,071$4.97M2.29%13F-HRTimeline
Financial Partners Group, Inc42,949$4.85M0.49%-1,04113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding40,230$4.6MnewTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…39,897$4.5M0.08%+32713F-HRTimelineGroup
BFSG, LLC39,243$4.43M0.39%+1,11513F-HRTimeline
WealthCare Investment Partners, LLC38,997$4.4M1.07%-5,41413F-HRTimeline
Equity Wealth Partners, LLC37,723$4.26M1.53%+59913F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS36,720$4.15M0.42%new13F-HRTimeline
Family Capital Management, Inc.36,675$4.14M1.6%+31013F-HRTimeline
Corecam AG36,640$4.14M3.53%-10,83013F-HRTimeline
CENTRAL TRUST Co35,989$4.06M0.07%-9,23613F-HRTimeline
Kingsview Wealth Management, LLC35,671$4.03M0.05%+4,98313F-HRTimeline
Federation des caisses Desjardins du Qu…35,500$4.01M0.01%+10813F-HRTimeline
Sagace Wealth Management LLC35,291$3.98M2.52%+13313F-HRTimeline
New Insight Wealth Advisors34,786$3.93M1.16%+6,10913F-HRTimeline
Venturi Wealth Management, LLC34,426$3.89M0.15%+2,40813F-HRTimeline
Vista Cima Wealth Management LLC34,417$3.88M2.89%+61313F-HRTimeline
Mason & Associates Inc33,957$3.83M0.62%+21913F-HRTimeline
Duncan Williams Asset Management, LLC33,834$3.82M0.86%-8,74013F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …33,784$3.81M0.45%+2,06813F-HRTimeline
PSI Advisors, LLC33,437$3.77M0.88%-11,97913F-HRTimeline
Melone Private Wealth, LLC33,416$3.77M1.44%+28213F-HRTimeline
PlanVest Financial, Inc33,307$3.76M2.51%-70513F-HRTimeline
DAHRING | CUSMANO LLC33,169$3.74M1.97%-3,17213F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV32,393$3.66M1.48%+7313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.31,888$3.6M0.06%-1,80213F-HRTimeline
Bellars Harris Wealth Management, LLC31,835$3.59M0.73%13F-HRTimeline
Sigma Planning Corp31,423$3.55M0.09%-1,03213F-HRTimeline
Centerpoint Advisory Group30,904$3.49M2.21%-88013F-HRTimeline
Cassady Wealth & Retirement Planning, L…30,315$3.42M1.59%+89013F-HRTimeline
Ashton Thomas Private Wealth, LLC29,846$3.37M0.07%+17,27413F-HRTimeline
J.W. COLE ADVISORS, INC.29,733$3.36M0.06%+1,32613F-HRTimeline
Western Wealth Management, LLC29,215$3.3M0.11%+4,88813F-HRTimeline
Steelhead Wealth Management LLC27,760$3.13M1.26%+3,72713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…27,373$3.1M0.01%+3,26513F-HRTimeline
Sovran Advisors, LLC26,739$3.07M0.23%+87213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…26,192$2.96M<0.01%-69313F-HRTimelineGroup
Biltmore Family Office, LLC25,773$2.91M0.38%-1,33813F-HRTimeline
Redhawk Wealth Advisors, Inc.25,164$2.84M0.28%+40513F-HRTimeline
Milestone Investment Advisors LLC24,926$2.81M0.61%+1,98913F-HRTimeline
Marshall Financial Group, LLC24,734$2.79M0.41%+1,09713F-HRTimeline
United Asset Strategies, Inc.24,101$2.72M0.19%-2,11313F-HRTimeline
Horizon Family Wealth, Inc.23,610$2.67M1.22%-28913F-HRTimeline
Harbor Asset Planning, Inc.23,111$2.61M1.96%-1,10113F-HRTimeline
Wiser Advisor Group LLC22,938$2.59M2.83%-2713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV22,771$2.57M0.12%+2,51713F-HRTimeline
Wealth Advisory Team LLC22,747$2.57M2.09%13F-HRTimeline
Aptus Capital Advisors, LLC22,747$2.57M0.02%-10,64313F-HRTimeline
Atlantic Edge Private Wealth Management…22,636$2.56M0.52%-38413F-HRTimeline
ENZI WEALTH22,335$2.52M0.8%-1,83313F-HRTimeline
Advisory Services Network, LLC22,322$2.52M0.03%+1,20713F-HRTimeline
Solutions 4 Wealth, Ltd22,223$2.51M3.24%+2,81413F-HRTimeline
Firestone Capital Management21,207$2.39M0.45%+113F-HRTimeline
NLB Skladi, upravljanje premozenja, d.o…21,000$2.37M0.09%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS20,000$2.26M<0.01%-30,00013F-HRTimelineGroup
DORVAL Corp19,174$2.16M0.62%+3,25113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC18,970$2.14M0.09%-92713F-HRTimeline
PRAIRIE ADVISORY, LLC18,951$2.14M0.51%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC18,861$2.13M0.03%-39,24413F-HRTimelineGroup
Independent Advisor Alliance18,830$2.13M0.05%-170,47813F-HRTimeline
OneDigital Investment Advisors LLC18,689$2.11M0.02%-51613F-HRTimeline
Connecticut Capital Management Group, L…18,437$2.08M1.68%+1,51813F-HRTimeline
Steward Partners Investment Advisory, L…17,942$2.03M0.01%-71213F-HRTimeline
Creative Planningin group Creative Planning17,785$2.01M<0.01%-2,71913F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV17,483$1.97M<0.01%-47413F-HR/ATimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC17,121$1.93M0.04%-8,70613F-HRTimelineGroup
BNB Wealth Management, LLC17,023$1.92M1.05%-14413F-HRTimeline
Regal Investment Advisors LLC16,988$1.92M0.1%+13,10913F-HRTimeline
Brown Miller Wealth Management, LLC16,654$1.88M0.47%-4,68113F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT16,518$1.86M0.5%+21213F-HRTimeline
WPG Advisers, LLC16,098$1.82M1.07%+64613F-HRTimeline
FLOW TRADERS U.S. LLC16,018$1.81M0.07%+2,98913F-HRTimeline
GeoWealth Management, LLC15,640$1.77M0.06%+26313F-HRTimeline
Glass Jacobson Investment Advisors llc15,326$1.73M0.54%+24413F-HRTimeline
Family Investment Center, Inc.15,301$1.73M0.29%-4,26613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC14,725$1.66M0.12%-37813F-HRTimeline
ROMAN BUTLER FULLERTON & CO14,168$1.6M0.38%+5913F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO14,044$1.59M0.01%013F-HRTimelineGroup
Wagner Wealth Management, Corp13,836$1.56M1.26%+1,99413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP13,119$1.48M<0.01%+54513F-HRTimelineGroup
Legacy Financial Advisors, Inc.13,106$1.48M0.18%+94413F-HRTimeline
Westfuller Advisors, LLC12,729$1.44M0.52%-2,07313F-HRTimeline
Forum Private Client Group LLC12,560$1.42M0.42%-32413F-HRTimeline
Evergreen Wealth Partners LLC12,339$1.39M0.84%+5,05513F-HRTimeline
CENTAURUS FINANCIAL, INC.12,186$1.38M0.05%+75413F-HRTimeline
Visionary Wealth Advisors12,147$1.37M0.05%-47313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…12,051$1.36M0.04%-1,58713F-HRTimelineGroup
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…12,044$1.36M0.91%+79813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED11,868$1.34M0.08%+1,00613F-HRTimeline
Vise Technologies, Inc.11,747$1.33M0.02%new13F-HRTimeline