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Disclosery

XMHQ INVESCO EXCHANGE TRADED FD T

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S&P MDCP QUALITY (fund)

399 managers (404 13F filers) reported a position in XMHQ shares at 2025-03-31, 39,312,927 shares in all. 47 filers opened a position and 47 filers sold out during the quarter.

Managers
399
13F filers
404
New
47
Added
162
Reduced
155
Sold out
47
Shares held by filers
39,312,927

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
LWM Advisory Services, LLC13,970$1.28M0.89%-7,02913F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC13,877$1.27M0.11%+1,44613F-HRTimeline
Smith Anglin Financial, LLC13,675$1.25M0.13%-774,70713F-HRTimeline
WEDBUSH SECURITIES INC13,637$1.25M0.05%-65713F-HRTimeline
WPG Advisers, LLC13,553$1.24M1.16%+2,27013F-HRTimeline
Biltmore Family Office, LLC13,551$1.24M0.21%-25013F-HRTimeline
Pacific Center for Financial Services13,292$1.22M0.32%-215,73913F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC13,122$1.2M0.12%+33313F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC13,026$1.2M0.1%+1,41013F-HRTimeline
HRT FINANCIAL LP12,803$1.17M0.01%new13F-HRTimeline
IFG Advisory, LLC12,582$1.15M0.06%+2,52113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO12,230$1.12M0.01%013F-HRTimelineGroup
Cadent Capital Advisors, LLC11,828$1.08M0.41%new13F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT11,400$1.04M0.13%-5813F-HRTimeline
Breakwater Capital Group11,228$1.03M0.18%+5613F-HRTimeline
Nalls Sherbakoff Group, LLC10,996$1.01M0.82%13F-HRTimeline
Synergy Investment Management, LLC10,887$996K0.42%+9,56913F-HRTimeline
CENTAURUS FINANCIAL, INC.10,869$995K0.06%+2,81913F-HRTimeline
CWM, LLCin group CWM, LLC10,691$979K<0.01%+2,24613F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED10,695$979K0.09%-8,11113F-HR/ATimeline
Opulen Financial Group LLC10,429$955K0.87%+28013F-HRTimeline
Pacific Sun Financial Corp10,262$939K0.53%+1,26813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC10,140$928K<0.01%+20413F-HRTimelineGroup
HM PAYSON & CO9,900$906K0.02%013F-HRTimeline
DORVAL Corp9,392$902K0.36%new13F-HRTimeline
Wingate Wealth Advisors, Inc.9,798$897K1.03%+1813F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.9,135$836K0.4%-82,74313F-HRTimeline
Dynamic Advisor Solutions LLC9,121$835K0.03%-47613F-HRTimeline
Global Assets Advisory, LLC9,078$804K0.15%+5,19213F-HRTimeline
Elm3 Financial Group, LLC8,536$781K0.69%+17913F-HRTimeline
Reliant Investment Partners, LLC8,462$775K0.79%-13713F-HRTimeline
Valmark Advisers, Inc.8,312$761K0.01%-23413F-HRTimeline
DHK Financial Advisors, Inc.8,031$735K0.4%+1613F-HRTimeline
Berger Financial Group, Inc7,857$719K0.05%-20113F-HRTimeline
Arkadios Wealth Advisors7,802$714K0.03%+24713F-HRTimeline
Key Client Fiduciary Advisors, LLC7,702$705K0.32%-3613F-HRTimeline
HB Wealth Management, LLC7,596$695K0.01%new13F-HRTimeline
CW Advisors, LLC7,562$695K0.01%new13F-HRTimeline
Wise Wealth Partners7,568$693K1.66%-3,41013F-HRTimeline
Legacy Financial Advisors, Inc.7,449$682K0.11%-11713F-HRTimeline
Alaska Permanent Capital Management, LLCgroup of 2 filers holding7,410$678K-58,255Timeline
Redwood Financial Network Corp7,344$672K0.51%-17213F-HRTimeline
Sanctuary Advisors, LLC7,144$654K<0.01%-73013F-HRTimeline
Meridian Financial Advisors, LLC7,082$648K0.45%-46013F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.7,061$646K0.29%+3,48713F-HRTimeline
FLOW TRADERS U.S. LLC7,034$644K0.03%new13F-HRTimeline
SageView Advisory Group, LLC6,992$640K0.03%+213F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.6,861$628K0.18%+19813F-HRTimeline
Golden State Wealth Management, LLC6,836$626K0.09%+1,20513F-HR/ATimeline
Csenge Advisory Group7,057$624K0.04%-9,08813F-HRTimeline
Clearstead Advisors, LLC6,788$621K0.01%013F-HRTimeline
XY Planning Network, Inc.6,695$613K0.41%+46313F-HRTimeline
Andina Capital Management, LLC6,686$612K0.44%-1,91413F-HRTimeline
FMR LLCin group FMR LLC6,580$602K<0.01%+37613F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC6,544$599K0.01%+2,17713F-HRTimelineGroup
Symphony Financial Services, Inc.6,515$596K0.39%-17213F-HRTimeline
MONEY CONCEPTS CAPITAL CORP6,475$593K0.04%+6213F-HRTimeline
MONECO ADVISORS, LLC6,418$587K0.06%-17413F-HR/ATimeline
JFS WEALTH ADVISORS, LLC6,200$567K0.04%013F-HRTimeline
CATHY PARETO & ASSOCIATES, INC6,156$563K0.5%-3,36413F-HRTimeline
NFSG Corp6,100$558K0.14%-2,91513F-HRTimeline
J.W. COLE ADVISORS, INC.6,049$554K0.02%-13,28313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,042$553K<0.01%new13F-HRTimeline
Fairway Financial, LLC6,037$553K0.5%+2,16513F-HRTimeline
Bank of Marin5,953$545K0.69%013F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC5,766$528K0.14%new13F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…5,722$524K0.01%-2013F-HRTimelineGroup
Advisory Alpha, LLC5,710$523K0.02%-3413F-HR/ATimeline
PRIVATE TRUST CO NA5,651$517K0.05%+3,98413F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC5,750$511K0.23%-53013F-HRTimeline
Goepper Burkhardt LLC5,579$511K0.2%new13F-HRTimeline
Farther Finance Advisors, LLC5,417$502K0.01%-70513F-HRTimeline
Solutions 4 Wealth, Ltd5,337$488K0.86%+10013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT5,262$482K0.04%013F-HRTimeline
GTS SECURITIES LLC5,246$480K0.02%new13F-HRTimeline
Allie Family Office LLC5,244$480K0.26%+2,68313F-HRTimeline
Belmont Capital, LLC5,188$475K0.09%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp5,116$468K<0.01%-1,03013F-HRTimelineGroup
Compass Financial Services Inc5,094$466K0.24%-21513F-HRTimeline
Perigon Wealth Management, LLC5,083$465K0.01%-51513F-HRTimeline
Roxbury Financial LLC4,837$465K0.45%-2213F-HRTimeline
JBR Co Financial Management Inc5,016$459K0.27%-1,76313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,988$457K0.01%new13F-HRTimelineGroup
AE Wealth Management LLC4,972$455K<0.01%-72013F-HRTimeline
Arete Wealth Advisors, LLC4,939$452K0.03%-4,14513F-HRTimeline
Colonial River Investments, LLC4,829$442K0.24%-17,20913F-HRTimeline
OneAscent Wealth Management LLCin group OneAscent Financial Services …4,764$436K0.19%-113F-HRTimelineGroup
Trexquant Investment LP4,713$431K0.01%+1,44113F-HRTimeline
Geneos Wealth Management Inc.4,658$426K0.01%+3,10313F-HRTimeline
Total Clarity Wealth Management, Inc.4,314$425K0.14%013F-HRTimeline
Southland Equity Partners LLC4,628$424K0.1%+77813F-HRTimeline
Crew Capital Management, Ltd4,618$423K0.35%+23713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,561$417K<0.01%-12,48813F-HR/ATimelineGroup
NWAM LLC4,515$413K0.04%-2013F-HRTimeline
HANCOCK WHITNEY CORP4,505$412K0.01%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC4,468$409K0.01%-17,36913F-HRTimeline
OMNI 360 Wealth, Inc.4,398$403K0.27%-7913F-HR/ATimeline
HRC WEALTH MANAGEMENT, LLC4,343$398K0.25%+4713F-HRTimeline
Northwest Financial Advisors4,337$397K0.33%+73913F-HRTimeline
Investmark Advisory Group LLC4,275$391K0.19%-1,20013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…4,120$377K0.01%+12513F-HRTimelineGroup
WIMMER ASSOCIATES 1, LLC3,785$375K0.2%013F-HRTimeline
Presidio Capital Management, LLC4,040$370K0.15%new13F-HRTimeline
Prime Capital Investment Advisors, LLC3,915$358K<0.01%+54913F-HRTimeline
Integrated Wealth Concepts LLC3,785$346K<0.01%-12,91213F-HRTimeline
Keystone Wealth Services, LLC3,743$343K0.09%-1,16813F-HRTimeline
Ayalon Insurance Comp Ltd.3,730$341K0.11%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management3,684$337K<0.01%+6213F-HRTimelineGroup
WILLNER & HELLER, LLC3,668$336K0.31%-4013F-HRTimeline
Sequoia Financial Advisors, LLC3,658$335K<0.01%+19113F-HRTimeline
Kraft, Davis & Associates, LLC3,733$329K0.11%013F-HRTimeline
Ullmann Wealth Partners Group, LLC3,560$326K0.04%-2,92713F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC3,520$322K<0.01%-55513F-HRTimeline
Western Wealth Management, LLC3,485$319K0.02%-31,67513F-HRTimeline
Brown Financial Advisory3,425$314K0.2%new13F-HRTimeline
Compound Planning, Inc.3,366$308K0.01%+28413F-HRTimeline
Mutual Advisors, LLC3,361$308K0.01%-5,01613F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC3,343$306K0.18%-47213F-HRTimeline
Koshinski Asset Management, Inc.3,226$295K0.03%+29613F-HRTimeline
Jaffetilchin Investment Partners, LLC3,221$295K0.02%new13F-HRTimeline
Mission Financial Group, LLC2,837$293K0.27%13F-HRTimeline
360 Financial, Inc.3,201$293K0.11%-22713F-HRTimeline
Bogart Wealth, LLC3,180$291K0.01%-397,10313F-HRTimeline
Axis Wealth Partners, LLC3,106$284K0.21%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,409$280K<0.01%-42113F-HRTimelineGroup
MOSAIC FAMILY WEALTH PARTNERS, LLC2,978$273K0.04%-11213F-HRTimeline
Alpha Financial Advisors, LLC2,934$269K0.12%new13F-HRTimeline
Strategic Blueprint, LLC2,846$261K0.01%+3913F-HRTimeline
Narus Financial Partners, LLC2,799$256K0.09%-83113F-HRTimeline
Berkeley, Inc2,775$254K0.12%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…2,775$254K0.04%-16513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC2,771$254K<0.01%+36013F-HRTimeline
Continuum Advisory, LLC2,764$253K0.03%+26013F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.2,671$244K0.12%-3,31113F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC2,619$240K<0.01%new13F-HRTimelineGroup
Bedel Financial Consulting, Inc.2,535$238K0.03%new13F-HRTimeline
Galvin, Gaustad & Stein, LLC2,500$229K0.02%-50013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,419$221K<0.01%+2,32713F-HRTimelineGroup
Betterment LLC2,370$217K<0.01%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC2,349$215K0.03%new13F-HRTimeline
Snowden Capital Advisors LLC2,321$212K0.01%new13F-HRTimeline
Schrum Private Wealth Management LLC2,300$211K0.19%013F-HRTimeline
AdvisorNet Financial, Inc2,262$207K0.02%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,143$196K<0.01%-1,73413F-HRTimelineGroup
AMERIFLEX GROUP, INC.1,964$180K0.07%+413F-HRTimeline
Operose Advisors LLC1,675$153K0.05%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,604$147K0.08%013F-HRTimeline
Sunbelt Securities, Inc.1,477$135K0.01%-74913F-HRTimeline
Belvedere Trading LLC1,400$128K0.01%new13F-HRTimeline
IFP Advisors, Inc1,379$126K<0.01%+5613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,336$122K0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,316$120K<0.01%-23013F-HRTimelineGroup
Hughes Financial Services, LLC1,064$98.5K0.02%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC1,035$94.7K0.07%-36613F-HRTimeline
Pinnacle Bancorp, Inc.900$82.4K0.03%+10013F-HRTimeline
VALLEY NATIONAL ADVISERS INC867$79K0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC844$77.2K0.01%-3813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC783$71.7K<0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC683$62.5K0.08%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC482$44K<0.01%+16413F-HRTimelineGroup
LANARK FINANCIAL, INC.476$43K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC475$43K<0.01%013F-HRTimelineGroup
Cape Investment Advisory, Inc.464$42.5K0.02%-8513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management383$35.1K<0.01%-3313F-HRTimelineGroup
Crewe Advisors LLC361$33K<0.01%new13F-HRTimeline
Sarver Vrooman Wealth Advisors323$29.6K0.02%13F-HRTimeline
Westside Investment Management, Inc.300$27.8K0.01%-92313F-HRTimeline
OAKWORTH CAPITAL, INC.288$26.4K<0.01%013F-HRTimeline
Bellwether Advisors, LLC286$26.2K0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC277$25K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…264$24.2K<0.01%+16813F-HRTimelineGroup
Nova Wealth Management, Inc.234$21.4K0.02%-9413F-HR/ATimeline
BlackRock, Inc.in group BlackRock, Inc.228$20.9K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC218$20K<0.01%013F-HRTimeline
Allworth Financial LP205$18.8K<0.01%+15913F-HRTimeline
Tanglewood Legacy Advisors, LLC200$18.3K0.01%013F-HRTimeline
Peoples Bank/KS199$18.2K0.01%013F-HRTimeline
TSFG, LLC200$18K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…180$16.6K0.02%-23,71013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…170$15.6K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC147$13.5K<0.01%+5513F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC136$12.4K<0.01%013F-HRTimeline
Beacon Capital Management, LLC120$11K<0.01%+113F-HRTimeline
CoreCap Advisors, LLC115$10.5K<0.01%-27213F-HRTimeline
Glen Eagle Advisors, LLC110$10.1K<0.01%013F-HRTimeline
Sound Income Strategies, LLC100$9.15K<0.01%-9013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC69$6.83K<0.01%013F-HRTimeline
Cheviot Value Management, LLC68$6.44K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.71$6K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC56$5.13K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC55$5.03K<0.01%013F-HRTimeline
Winch Advisory Services, LLC54$4.94K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.50$4.6K<0.01%-74,50713F-HRTimeline
Noble Wealth Management PBC37$3.39K<0.01%-2213F-HRTimeline
Smartleaf Asset Management LLC37$3.39K<0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…31$2.85K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…25$2.32K<0.01%+513F-HRTimelineGroup
SIMPLEX TRADING, LLC1$00%-54513F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-77,02213F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.