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Disclosery

XMHQ INVESCO EXCHANGE TRADED FD T

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S&P MDCP QUALITY (fund)

398 managers (404 13F filers) reported a position in XMHQ shares at 2024-12-31, 42,982,938 shares in all. 49 filers opened a position and 28 filers sold out during the quarter.

Managers
398
13F filers
404
New
49
Added
200
Reduced
83
Sold out
28
Shares held by filers
42,982,938

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC17,049$1.68M<0.01%new13F-HRTimelineGroup
Creative Planningin group Creative Planning16,970$1.67M<0.01%-1,07613F-HRTimelineGroup
Integrated Wealth Concepts LLC16,697$1.64M0.02%+3,72413F-HRTimeline
Csenge Advisory Group16,145$1.59M0.09%-2813F-HRTimeline
ROMAN BUTLER FULLERTON & CO15,498$1.58M0.5%+1,53513F-HRTimeline
Edge Financial Advisors LLC15,852$1.56M1.39%+6813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC15,194$1.5M0.05%+3,37413F-HRTimeline
Glass Jacobson Investment Advisors llc15,053$1.48M0.49%+6,36513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CREATIVE FINANCIAL DESIGNS INC /ADV15,053$1.48M0.12%+2,52713F-HRTimeline
VICTORY FINANCIAL GROUP, LLC14,760$1.45M0.38%13F-HRTimeline
Westfuller Advisors, LLC14,642$1.44M0.92%+1,40213F-HRTimeline
INTEGRITY ALLIANCE, LLC.14,444$1.42M0.15%13F-HRTimeline
Traction Financial Partners, LLC14,341$1.41M1.1%+2,63313F-HRTimeline
WEDBUSH SECURITIES INC14,294$1.41M0.05%-48213F-HRTimeline
New Insight Wealth Advisors13,828$1.36M0.68%+7,81313F-HRTimeline
Biltmore Family Office, LLC13,801$1.36M0.23%+11,75613F-HRTimeline
Private Portfolio Partners LLC13,616$1.34M0.25%+2,17413F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC12,789$1.26M0.12%+9,40813F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC12,431$1.22M0.1%+1,44613F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO12,230$1.2M0.01%-4,72813F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC11,616$1.14M0.1%+1,36113F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT11,458$1.13M0.14%+15913F-HRTimeline
Kingsview Wealth Management, LLC11,415$1.12M0.02%+77213F-HRTimeline
Beta Wealth Group, Inc.11,354$1.12M0.49%new13F-HRTimeline
WPG Advisers, LLC11,283$1.11M1.03%13F-HRTimeline
Breakwater Capital Group11,172$1.1M0.22%+6313F-HRTimeline
Wise Wealth Partners10,978$1.08M2.67%13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,486$1.03M<0.01%+5,36813F-HRTimelineGroup
Opulen Financial Group LLC10,149$999K0.91%13F-HRTimeline
IFG Advisory, LLC10,061$991K0.06%-2,42713F-HRTimeline
Priebe Wealth Holdings LLC9,975$982K0.67%+1,80013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC9,936$978K<0.01%+7,35613F-HRTimelineGroup
Global Retirement Partners, LLC9,934$978K0.03%+2,41113F-HRTimeline
HM PAYSON & CO9,900$975K0.02%013F-HRTimeline
Wingate Wealth Advisors, Inc.9,780$963K0.95%13F-HRTimeline
Dynamic Advisor Solutions LLC9,597$945K0.04%+8113F-HRTimeline
CATHY PARETO & ASSOCIATES, INC9,520$937K0.86%13F-HRTimeline
Rollins Financial Advisors, LLC9,162$902K0.14%-2,91913F-HRTimeline
Arete Wealth Advisors, LLC9,084$896K0.06%-1,58613F-HRTimeline
NFSG Corp9,015$888K0.23%-16513F-HRTimeline
Pacific Sun Financial Corp8,994$886K0.48%+63313F-HRTimeline
Mutual Advisors, LLC8,377$855K0.02%+1,42513F-HRTimeline
Andina Capital Management, LLC8,600$847K0.69%new13F-HRTimeline
Reliant Investment Partners, LLC8,599$847K0.75%13F-HRTimeline
Valmark Advisers, Inc.8,546$842K0.01%-16,14313F-HRTimeline
CWM, LLCin group CWM, LLC8,445$832K<0.01%+4,01313F-HRTimelineGroup
Elm3 Financial Group, LLC8,357$823K0.7%13F-HRTimeline
Sanctuary Advisors, LLC7,874$806K0.01%+2,03113F-HRTimeline
Berger Financial Group, Inc8,058$793K0.05%-22013F-HRTimeline
CENTAURUS FINANCIAL, INC.8,050$793K0.05%+6313F-HRTimeline
GWN SECURITIES INC.7,709$791K0.21%13F-HRTimeline
DHK Financial Advisors, Inc.8,015$789K0.48%+1513F-HRTimeline
Key Client Fiduciary Advisors, LLC7,738$762K0.34%+16513F-HRTimeline
Legacy Financial Advisors, Inc.7,566$745K0.12%-78613F-HRTimeline
Arkadios Wealth Advisors7,555$744K0.04%+1,99413F-HRTimeline
Trek Financial, LLC7,551$744K0.06%+2,30613F-HRTimeline
Meridian Financial Advisors, LLC7,542$743K0.51%-12313F-HRTimeline
Redwood Financial Network Corp7,516$740K0.55%+3813F-HRTimeline
SageView Advisory Group, LLC6,990$688K0.03%new13F-HRTimeline
WESBANCO BANK INC6,935$683K0.02%-25513F-HRTimeline
Clearstead Advisors, LLC6,788$668K0.01%013F-HRTimeline
JBR Co Financial Management Inc6,779$668K0.41%-1,56813F-HRTimeline
Symphony Financial Services, Inc.6,687$658K0.53%-1213F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.6,663$656K0.19%-9413F-HRTimeline
MONECO ADVISORS, LLC6,592$649K0.07%+92713F-HR/ATimeline
Ullmann Wealth Partners Group, LLC6,487$639K0.08%+713F-HRTimeline
MONEY CONCEPTS CAPITAL CORP6,413$631K0.05%-12213F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC6,280$618K0.26%-10613F-HRTimeline
XY Planning Network, Inc.6,232$614K0.46%13F-HRTimeline
FMR LLCin group FMR LLC6,204$611K<0.01%+1,88913F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC6,200$611K0.04%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp6,146$605K<0.01%+1,37413F-HRTimelineGroup
Farther Finance Advisors, LLC6,122$603K0.02%-95613F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.5,982$589K0.33%13F-HRTimeline
Bank of Marin5,953$586K0.46%013F-HRTimeline
Perigon Wealth Management, LLC5,598$571K0.01%+1,32013F-HRTimeline
Advisory Alpha, LLC5,744$566K0.02%-1513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…5,742$565K0.02%new13F-HRTimelineGroup
AE Wealth Management LLC5,692$560K<0.01%-40813F-HRTimeline
Golden State Wealth Management, LLC5,631$555K0.08%13F-HRTimeline
Fortis Group Advisors, LLC5,585$550K0.1%-1,70313F-HRTimeline
Investmark Advisory Group LLC5,475$539K0.26%013F-HRTimeline
Roxbury Financial LLC4,859$526K0.51%13F-HRTimeline
Compass Financial Services Inc5,309$523K0.3%13F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT5,262$518K0.04%+26213F-HRTimeline
Solutions 4 Wealth, Ltd5,237$516K0.93%-9913F-HRTimeline
Keystone Wealth Services, LLC4,911$484K0.13%-8,21413F-HRTimeline
OneAscent Wealth Management LLCin group OneAscent Financial Services …4,765$469K0.19%+2,29113F-HRTimelineGroup
Compass Ion Advisors, LLC4,698$463K0.05%+2,13913F-HRTimeline
NWAM LLC4,535$447K0.03%+1,35213F-HRTimeline
HANCOCK WHITNEY CORP4,505$444K0.01%013F-HRTimeline
OMNI 360 Wealth, Inc.4,477$441K0.29%-913F-HR/ATimeline
Crew Capital Management, Ltd4,381$431K0.36%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,367$430K<0.01%new13F-HRTimelineGroup
Total Clarity Wealth Management, Inc.4,314$425K0.14%-3,69413F-HRTimeline
HRC WEALTH MANAGEMENT, LLC4,296$423K0.25%+43913F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC4,075$401K<0.01%+1,00013F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC4,063$400K0.02%+28513F-HRTimeline
D.A. DAVIDSON & CO.4,031$397K<0.01%new13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding3,995$393K+358Timeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC3,929$387K<0.01%+1,21413F-HRTimelineGroup
Global Assets Advisory, LLC3,886$382K0.21%+14913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,877$382K<0.01%-75,14013F-HRTimelineGroup
Fairway Financial, LLC3,872$381K0.35%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,830$380K<0.01%+28013F-HRTimelineGroup
Southland Equity Partners LLC3,850$379K0.09%+57813F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC3,815$376K0.21%-12113F-HRTimeline
WIMMER ASSOCIATES 1, LLC3,785$373K0.18%013F-HRTimeline
Kraft, Davis & Associates, LLC3,733$369K0.11%013F-HRTimeline
Ayalon Insurance Comp Ltd.3,730$367K0.11%013F-HRTimeline
WILLNER & HELLER, LLC3,708$365K0.32%-313F-HRTimeline
Narus Financial Partners, LLC3,630$357K0.12%+1,05513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management3,622$357K0.01%+60713F-HRTimelineGroup
Signal Advisors Wealth, LLC3,602$355K0.04%-25213F-HRTimeline
Northwest Financial Advisors3,598$354K0.29%+1,09313F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.3,574$352K0.16%-14113F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC3,548$349K0.21%new13F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich3,163$344K<0.01%new13F-HRTimeline
Sequoia Financial Advisors, LLC3,467$341K<0.01%-1013F-HR/ATimeline
360 Financial, Inc.3,428$338K0.12%-89813F-HRTimeline
Prime Capital Investment Advisors, LLC3,366$331K<0.01%-6213F-HRTimeline
Trexquant Investment LP3,272$322K<0.01%+7813F-HRTimeline
Bison Wealth, LLC3,143$309K0.04%13F-HRTimeline
Foundations Investment Advisors, LLC3,130$308K0.01%-39513F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC3,090$304K0.04%+7913F-HRTimeline
Compound Planning, Inc.3,082$303K0.02%+1,01613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.3,076$303K0.02%new13F-HR/ATimelineGroup
Galvin, Gaustad & Stein, LLC3,000$295K0.03%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…2,940$290K0.04%+8013F-HRTimeline
Koshinski Asset Management, Inc.2,930$289K0.03%+2613F-HRTimeline
Strategic Blueprint, LLC2,807$276K0.02%new13F-HRTimeline
Allie Family Office LLC2,561$252K0.14%new13F-HRTimeline
Continuum Advisory, LLC2,504$247K0.03%+13513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC2,368$243K<0.01%+8413F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC2,411$237K<0.01%+7513F-HRTimeline
PEOPLES BANK /OH2,379$234K0.14%+29913F-HRTimeline
Schrum Private Wealth Management LLC2,300$226K0.19%-2,30013F-HRTimeline
Confluence Wealth Services, Inc.2,122$221K0.01%-6,47013F-HRTimeline
Sunbelt Securities, Inc.2,226$220K0.02%new13F-HRTimeline
Chemistry Wealth Management LLC2,146$211K0.05%013F-HRTimeline
CAPSTONE CAPITAL LLC2,130$210K0.17%013F-HRTimeline
AMERIFLEX GROUP, INC.1,960$198K0.09%13F-HRTimeline
Operose Advisors LLC1,675$165K0.06%013F-HRTimeline
PRIVATE TRUST CO NA1,667$164K0.02%+34513F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,604$158K0.08%13F-HRTimeline
Geneos Wealth Management Inc.1,555$153K0.01%-14013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,546$152K<0.01%-20713F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC1,401$138K0.1%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,336$132K0.01%new13F-HRTimelineGroup
IFP Advisors, Inc1,323$130K<0.01%+7613F-HRTimeline
Synergy Investment Management, LLC1,318$130K0.06%13F-HRTimeline
Westside Investment Management, Inc.1,223$120K0.03%013F-HRTimeline
HHM Wealth Advisors, LLC882$86.8K0.01%-4313F-HRTimeline
Pinnacle Bancorp, Inc.800$78.8K0.03%new13F-HRTimeline
MidAtlantic Capital Management, Inc.753$74.1K0.05%013F-HRTimeline
Financial Network Wealth Advisors LLC683$67.3K0.13%-38113F-HRTimeline
Cape Investment Advisory, Inc.549$54.1K0.02%+1913F-HRTimeline
SIMPLEX TRADING, LLC546$53K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC475$47K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management416$41K<0.01%+4513F-HRTimelineGroup
CoreCap Advisors, LLC387$38.1K<0.01%-21413F-HRTimeline
Nova Wealth Management, Inc.328$32.3K0.03%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC318$31K<0.01%+2513F-HRTimelineGroup
OAKWORTH CAPITAL, INC.288$28.4K<0.01%new13F-HRTimeline
Bellwether Advisors, LLC286$28.2K0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC277$27K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.264$25.9K0.02%13F-HRTimeline
FLP Wealth Management, LLC246$24.2K0.06%13F-HRTimeline
Larson Financial Group LLC218$21.5K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB210$20.7K<0.01%new13F-HRTimeline
TSFG, LLC200$20K<0.01%013F-HRTimeline
Tanglewood Legacy Advisors, LLC200$19.7K0.01%013F-HRTimeline
Peoples Bank/KS199$19.6K0.01%013F-HRTimeline
Sound Income Strategies, LLC190$18.7K<0.01%013F-HRTimeline
Caitlin John, LLC171$16.8K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…170$16.7K<0.01%+7513F-HRTimeline
Qube Research & Technologies Ltd137$13.5K<0.01%-6,29713F-HRTimeline
SALEM INVESTMENT COUNSELORS INC136$13.4K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Costello Asset Management, INC120$11.8K0.01%-513F-HRTimeline
Beacon Capital Management, LLC119$11.8K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC110$10.8K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…96$9.44K<0.01%-8113F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/93$9.16K<0.01%+8313F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.92$9.06K<0.01%new13F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC92$9.06K<0.01%-74813F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC69$6.83K<0.01%013F-HRTimeline
Noble Wealth Management PBC59$5.81K<0.01%13F-HRTimeline
SIGNATUREFD, LLC56$5.51K<0.01%new13F-HRTimeline
Wagner Wealth Management, LLC55$5.42K<0.01%new13F-HRTimeline
Winch Advisory Services, LLC54$5.32K<0.01%013F-HRTimeline
Allworth Financial LP46$4.78K<0.01%new13F-HRTimeline
Anchor Investment Management, LLC45$4.43K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC37$3.65K<0.01%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…31$3.06K<0.01%new13F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC30$2.95K<0.01%new13F-HRTimeline
SYM FINANCIAL Corp23$2.27K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…20$1.97K<0.01%013F-HRTimelineGroup
Abound Wealth Management10$1.03K<0.01%013F-HRTimeline