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Disclosery

XMHQ INVESCO EXCHANGE TRADED FD T

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S&P MDCP QUALITY (fund)

424 managers (432 13F filers) reported a position in XMHQ shares at 2026-06-30, 31,675,406 shares in all. 32 filers opened a position and 26 filers sold out during the quarter.

Managers
424
13F filers
432
New
32
Added
167
Reduced
165
Sold out
26
Shares held by filers
31,675,406

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
TAGStone Capital, Inc.11,580$1.31M0.42%+2,30913F-HRTimeline
Golden State Wealth Management, LLC11,284$1.27M0.12%+1,23613F-HRTimeline
Pacific Sun Financial Corp11,162$1.26M0.52%-29213F-HRTimeline
Fortune Financial Group, Inc.10,983$1.24M0.97%-8,77913F-HRTimeline
FMR LLCin group FMR LLC10,604$1.2M<0.01%-58913F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC10,524$1.19M0.01%-5,89313F-HRTimelineGroup
Opulen Financial Group LLC10,507$1.19M0.75%+26513F-HRTimeline
IFG Advisory, LLC10,494$1.18M0.04%new13F-HRTimeline
TD Capital Management LLC10,400$1.17M0.1%+50113F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…10,346$1.17M0.02%new13F-HRTimelineGroup
Global Retirement Partners, LLC10,295$1.16M0.02%13F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC10,292$1.16M0.11%-4,19113F-HRTimeline
Ayalon Insurance Comp Ltd.10,080$1.14M0.14%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.9,994$1.13M0.04%+1,68213F-HRTimeline
Mutual Advisors, LLC9,355$1.06M0.02%+1,50913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,442$953K<0.01%-6,50613F-HRTimelineGroup
Dana Investment Advisors, Inc.8,362$944K0.02%-12013F-HRTimeline
Symphony Financial Services, Inc.8,340$941K0.42%+27213F-HRTimeline
Breakwater Capital Group8,305$937K0.11%-63513F-HRTimeline
Nalls Sherbakoff Group, LLC8,226$929K0.66%-63713F-HRTimeline
Csenge Advisory Group8,184$924K0.04%+46813F-HRTimeline
Southland Equity Partners LLC8,015$905K0.16%+1,21213F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group7,990$902K0.08%+4,42013F-HRTimelineGroup
Wingate Wealth Advisors, Inc.7,987$902K0.4%+1,53913F-HRTimeline
Fairway Financial, LLC7,913$893K0.61%+18313F-HRTimeline
PFG Investments, LLC7,772$877K0.03%+1613F-HRTimeline
Clearstead Advisors, LLC7,757$876K0.01%013F-HRTimeline
GWN SECURITIES INC.7,328$827K0.14%-23013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.7,179$810K<0.01%+21713F-HRTimelineGroup
Reliant Investment Partners, LLC7,164$809K0.55%-19313F-HRTimeline
Arkadios Wealth Advisors7,053$796K0.01%-22413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV7,009$791K0.04%+22813F-HRTimeline
Pacific Center for Financial Services6,989$789K0.18%-713F-HRTimeline
Pearl Planning LLC6,907$780K0.36%+12713F-HRTimeline
Key Client Fiduciary Advisors, LLC6,690$755K0.22%-86413F-HRTimeline
Madison Wealth Partners, Inc6,687$755K0.1%+1,70513F-HRTimeline
MONECO ADVISORS, LLC6,545$739K0.05%-3213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management6,398$722K0.01%+1,10713F-HRTimelineGroup
Hansen & Associates Financial Group, In…6,251$717K0.41%+3,04113F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC6,301$711K0.06%-50813F-HRTimeline
JFS WEALTH ADVISORS, LLC6,200$700K0.03%013F-HRTimeline
Dynamic Advisor Solutions LLC6,187$698K0.02%+49213F-HRTimeline
Berger Financial Group, Inc6,005$678K0.03%+413F-HRTimeline
HRC WEALTH MANAGEMENT, LLC5,947$671K0.27%+18013F-HRTimeline
Meridian Financial Advisors, LLC5,898$666K0.32%-9113F-HRTimeline
Secure Asset Management, LLC5,888$665K0.09%-31213F-HRTimeline
Ethos Capital Management, Inc.5,765$651K0.46%-2,75013F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.5,718$645K0.11%-63013F-HRTimeline
Summit Financial, LLC5,689$642K0.01%+32413F-HRTimeline
WEDBUSH SECURITIES INC5,487$619K0.02%-2,47513F-HRTimeline
RFG Advisory, LLC5,468$617K0.01%-30,02113F-HRTimeline
MONEY CONCEPTS CAPITAL CORP5,327$601K0.03%-76713F-HRTimeline
Rossby Financial, LCC5,281$596K0.11%-83813F-HRTimeline
Syntegra Private Wealth Group, LLC5,228$590K0.05%-1,52413F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding5,227$590K+257Timeline
TrueWealth Advisors, LLC5,199$587K0.13%-52113F-HRTimeline
Y-Intercept (Hong Kong) Ltd5,090$575K0.01%new13F-HRTimeline
Narus Financial Partners, LLC5,034$568K0.15%-24313F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…5,027$567K0.01%013F-HRTimelineGroup
EASTERN BANK4,999$564K0.01%-1,94813F-HRTimeline
Prime Capital Investment Advisors, LLC4,945$558K0.01%+22013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.4,920$555K0.05%-57613F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC4,914$555K<0.01%013F-HRTimelineGroup
Krilogy Financial LLC4,821$544K0.02%+1713F-HRTimeline
Gladstone Institutional Advisory LLC4,791$541K0.02%-3113F-HRTimeline
Kovack Advisors, Inc.4,754$536K0.03%-82813F-HRTimeline
CWC Advisors, LLC.4,559$515K0.23%+12913F-HRTimeline
HANCOCK WHITNEY CORP4,505$509K0.01%013F-HRTimeline
Tempus Wealth Planning, LLC4,500$508K0.1%-4,50013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC4,484$506K0.11%-45013F-HRTimeline
Bank of Marin4,377$494K0.34%-2,71113F-HRTimeline
LongView Wealth Management4,335$489K0.13%+613F-HRTimeline
MCF Advisors LLC4,280$483K0.02%-13113F-HRTimeline
Investmark Advisory Group LLC4,275$483K0.18%013F-HRTimeline
Nuveen, LLCin group TIAA4,232$478K<0.01%new13F-HRTimelineGroup
Signal Advisors Wealth, LLC4,220$476K0.02%+1,65213F-HRTimeline
Advyzon Investment Management, LLC4,218$476K0.03%+2,08613F-HRTimeline
NFSG Corp4,215$476K0.06%013F-HRTimeline
BAM Wealth Management, LLC4,169$471K0.29%+4113F-HRTimeline
OMNI 360 Wealth, Inc.4,137$467K0.22%-1913F-HRTimeline
Redwood Financial Network Corp4,085$461K0.26%-1,37113F-HRTimeline
JBR Co Financial Management Inc4,012$453K0.17%+16413F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC3,994$451K<0.01%013F-HRTimeline
TABLEAUX LLC3,831$432K0.18%-113F-HRTimeline
SIMON QUICK ADVISORS, LLC3,802$429K0.02%+513F-HRTimeline
Schwallier Wealth Management LLC3,751$423K0.27%-12313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,745$423K<0.01%-23,00513F-HRTimelineGroup
Kraft, Davis & Associates, LLC3,733$418K0.09%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC3,672$414K<0.01%+61413F-HRTimeline
Sound View Wealth Advisors Group, LLC3,542$400K0.02%+22313F-HRTimeline
WILLNER & HELLER, LLC3,502$395K0.25%+513F-HRTimeline
Clear Creek Financial Management, LLC3,501$395K0.03%+11513F-HRTimeline
Retireful, LLC3,486$395K0.37%013F-HRTimeline
Ullmann Wealth Partners Group, LLC3,450$389K0.04%+413F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…3,399$384K0.04%-113F-HRTimelineGroup
Betterment LLC3,372$381K<0.01%+22313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC3,302$373K<0.01%013F-HRTimelineGroup
Stonebridge Financial Group, LLC / MO3,282$370K0.25%-1,21613F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.3,248$367K<0.01%-2,66213F-HRTimelineGroup
Simplicity Wealth,LLC3,193$360K0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.3,143$355K0.21%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,110$351K0.01%-7213F-HRTimelineGroup
ADAPT WEALTH ADVISORS, LLC3,095$349K0.11%-1,21813F-HRTimeline
SageView Advisory Group, LLC3,064$346K0.01%013F-HRTimeline
Advisory Alpha, LLC2,991$338K0.01%-2,52013F-HRTimeline
Mission Financial Group, LLC2,982$337K0.28%13F-HRTimeline
NWAM LLC2,959$334K0.02%-1,01013F-HRTimeline
Sanctuary Advisors, LLC2,887$326K<0.01%+15213F-HRTimeline
AE Wealth Management LLC2,863$323K<0.01%-12413F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…2,781$314K0.03%-2713F-HRTimeline
CONNORS INVESTOR SERVICES INC2,772$313K0.03%+3013F-HRTimeline
Orion Porfolio Solutions, LLC2,759$311K<0.01%-12,52913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,759$309K<0.01%-71113F-HRTimelineGroup
Annex Advisory Services, LLC2,664$301K0.01%-27513F-HRTimeline
M&T Bank Corpin group M&T Bank Corp2,664$301K<0.01%-1,33613F-HRTimelineGroup
Integrity Advisory Solutions, LLC2,564$289K0.03%new13F-HRTimeline
Bedel Financial Consulting, Inc.2,535$286K0.03%013F-HRTimeline
Sequoia Financial Advisors, LLC2,462$278K<0.01%013F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.2,438$275K<0.01%-11313F-HRTimelineGroup
IFP Advisors, Inc2,436$275K<0.01%013F-HRTimeline
WIMMER ASSOCIATES 1, LLC2,435$275K0.12%013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT2,362$267K0.02%-1,55013F-HRTimeline
Nikulski Financial, Inc.2,308$260K0.06%013F-HRTimeline
Greenline Wealth Management LLC2,274$257K0.21%-11813F-HRTimeline
Elm3 Financial Group, LLC2,266$256K0.18%-5213F-HRTimeline
PRIVATE TRUST CO NA2,240$253K0.02%+27413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,283$251K0.01%new13F-HRTimelineGroup
Perigon Wealth Management, LLC2,211$250K<0.01%-413F-HRTimeline
Snider Financial Group2,196$248K0.06%-1,49713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…2,156$243K<0.01%-1813F-HRTimelineGroup
Axis Wealth Partners, LLC2,147$242K0.12%-96013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …2,146$242K<0.01%-12213F-HRTimelineGroup
Compass Financial Services Inc2,144$242K0.09%+113F-HRTimeline
MARATHON CAPITAL MANAGEMENT2,131$241K0.05%new13F-HRTimeline
CAPSTONE CAPITAL LLC2,130$240K0.14%013F-HRTimeline
Spartan Wealth Advisory Services LLC2,112$238K0.02%-56013F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC2,108$238K0.01%new13F-HRTimeline
ZACKS INVESTMENT MANAGEMENT2,102$237K<0.01%-8113F-HRTimeline
Trexquant Investment LP2,065$233K<0.01%-59013F-HRTimeline
Northwest Financial Advisors2,055$232K0.03%-2,74113F-HRTimeline
Purewater Capital LLC2,055$232K0.17%+4213F-HRTimeline
Global Assets Advisory, LLC2,045$232K0.05%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.2,014$227K<0.01%-34713F-HRTimeline
Cassaday & Co Wealth Management LLC2,000$226K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.1,982$224K<0.01%-95413F-HRTimeline
Schrum Private Wealth Management LLC2,300$223K0.23%new13F-HRTimeline
Compass Ion Advisors, LLC1,973$223K0.02%+313F-HRTimeline
Quantinno Capital Management LP1,964$222K<0.01%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC1,932$218K0.02%new13F-HRTimeline
Snowden Capital Advisors LLC1,909$216K0.01%-26513F-HRTimeline
Continuum Advisory, LLC1,905$215K0.02%-13513F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC1,904$215K0.1%-5013F-HRTimeline
Edgemoor Investment Advisors, Inc.1,886$213K0.01%new13F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC1,873$211K0.06%new13F-HRTimeline
Arax Advisory Partners1,869$211K<0.01%-8213F-HRTimeline
Synergy Investment Management, LLC1,806$204K0.05%-38113F-HRTimeline
GGM Financial LLC1,715$194K0.07%-14613F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,604$181K0.06%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,549$175K<0.01%+16113F-HRTimelineGroup
Pinnacle Bancorp, Inc.1,250$141K0.04%013F-HRTimeline
Sarver Vrooman Wealth Advisors1,166$133K0.08%+1213F-HRTimeline
Bogart Wealth, LLC1,157$131K<0.01%013F-HRTimeline
Allworth Financial LP1,126$127K<0.01%+613F-HRTimeline
Millstone Evans Group, LLC1,115$126K0.07%+52113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,086$123K<0.01%+35213F-HRTimelineGroup
Hughes Financial Services, LLC1,064$120K0.02%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…875$98.7K0.01%+31613F-HRTimeline
HAZLETT, BURT & WATSON, INC.851$94K0.02%+13013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA800$90.3K<0.01%013F-HRTimelineGroup
HHM Wealth Advisors, LLC797$90K0.01%013F-HRTimeline
Dunhill Financial, LLC757$85.5K0.02%-18713F-HRTimeline
Quent Capital, LLC744$84K0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC683$77.1K0.08%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…578$65.2K<0.01%+13913F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC475$54K<0.01%013F-HRTimelineGroup
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …465$52.5K0.01%13F-HRTimelineGroup
AdvisorNet Financial, Inc380$42.9K<0.01%+113F-HRTimeline
Mosley Wealth Management372$41.9K0.01%-76113F-HRTimeline
Cape Investment Advisory, Inc.337$38K0.01%new13F-HRTimeline
SHP Wealth Management324$36.6K<0.01%013F-HRTimeline
Institute for Wealth Management, LLC.315$35.6K<0.01%new13F-HRTimeline
Westside Investment Management, Inc.300$33.9K<0.01%013F-HRTimeline
WHITTIER TRUST CO276$31.6K<0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC277$31K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…255$28.8K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC252$28.4K<0.01%013F-HRTimeline
Coastline Trust Co234$26.4K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LRI Investments, LLC209$23.6K<0.01%013F-HRTimeline
Clearstead Trust, LLC208$23.5K<0.01%-1713F-HRTimeline
TSFG, LLC200$23K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC200$22.6K<0.01%013F-HRTimeline
Tanglewood Legacy Advisors, LLC200$22.6K0.01%013F-HRTimeline
Caitlin John, LLC171$19.3K0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC136$15.4K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC134$15.1K<0.01%+3513F-HRTimelineGroup
LANARK FINANCIAL, INC.116$13.1K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC110$12.4K<0.01%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …95$10.8K<0.01%013F-HRTimelineGroup
CX Institutional87$10K<0.01%+113F-HRTimeline
Cheviot Value Management, LLC68$7.68K<0.01%013F-HRTimeline