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Disclosery

XMHQ INVESCO EXCHANGE TRADED FD T

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S&P MDCP QUALITY (fund)

419 managers (423 13F filers) reported a position in XMHQ shares at 2025-12-31, 32,825,534 shares in all. 34 filers opened a position and 33 filers sold out during the quarter.

Managers
419
13F filers
423
New
34
Added
165
Reduced
144
Sold out
33
Shares held by filers
32,825,534

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Wingate Wealth Advisors, Inc.10,837$1.11M0.62%+1813F-HRTimeline
Legacy Financial Advisors, Inc.10,742$1.1M0.15%+80913F-HRTimeline
Avior Wealth Management, LLC10,735$1.1M0.03%-50013F-HRTimeline
GWN SECURITIES INC.10,668$1.09M0.22%-99013F-HRTimeline
Opulen Financial Group LLC10,229$1.05M0.76%+1713F-HRTimeline
Pacific Center for Financial Services9,852$1.03M0.26%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC10,080$1.03M<0.01%-96013F-HRTimelineGroup
Ayalon Insurance Comp Ltd.10,080$1.03M0.25%013F-HRTimeline
TD Capital Management LLC9,917$1.02M0.09%-24513F-HRTimeline
Pearl Planning LLC9,504$973K0.6%13F-HRTimeline
J.W. COLE ADVISORS, INC.28,720$971K0.02%+6,94113F-HRTimeline
COMERICA BANK9,391$962K<0.01%+52413F-HRTimeline
Golden State Wealth Management, LLC9,232$946K0.1%+63513F-HRTimeline
FMR LLCin group FMR LLC9,200$942K<0.01%+17013F-HRTimelineGroup
Global Retirement Partners, LLC9,175$940K0.02%+14213F-HRTimeline
PFG Investments, LLC9,004$922K0.04%+1,98413F-HRTimeline
Tempus Wealth Planning, LLC9,000$922K0.21%-2,00013F-HRTimeline
Breakwater Capital Group8,976$919K0.13%-1,38813F-HRTimeline
Dana Investment Advisors, Inc.8,917$913K0.03%-5,51813F-HRTimeline
Nalls Sherbakoff Group, LLC8,895$911K0.66%-2,20713F-HRTimeline
IFG Advisory, LLC8,292$849K0.04%-2,87613F-HRTimeline
TAGStone Capital, Inc.8,211$841K0.31%+1,80913F-HRTimeline
Redhawk Wealth Advisors, Inc.8,147$834K0.09%-3,08213F-HRTimeline
Wagner Wealth Management, Corp8,053$825K0.81%13F-HRTimeline
Symphony Financial Services, Inc.7,995$819K0.42%+57013F-HRTimeline
WEDBUSH SECURITIES INC7,798$799K0.02%-3,62713F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC7,788$798K0.07%-1,70013F-HRTimeline
Key Client Fiduciary Advisors, LLC7,715$790K0.27%-24713F-HRTimeline
Fairway Financial, LLC7,643$783K0.59%+61313F-HRTimeline
Fisher Asset Management, LLC7,514$770K<0.01%new13F-HRTimeline
Reliant Investment Partners, LLC7,433$761K0.6%-7513F-HRTimeline
Arkadios Wealth Advisors7,331$751K0.01%+13013F-HRTimeline
Csenge Advisory Group7,317$749K0.03%+5213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.7,188$736K<0.01%+2,36613F-HRTimelineGroup
Bank of Marin6,967$714K0.49%013F-HRTimeline
Berger Financial Group, Inc6,847$701K0.04%-65513F-HRTimeline
Syntegra Private Wealth Group, LLC6,800$696K0.06%-93113F-HRTimeline
Clearstead Advisors, LLC6,788$695K0.01%013F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.6,584$674K0.14%-39613F-HRTimeline
ADAPT WEALTH ADVISORS, LLC6,508$667K0.23%-9,65713F-HRTimeline
MONECO ADVISORS, LLC6,502$666K0.05%+23013F-HRTimeline
Evergreen Wealth Partners LLC6,384$654K0.55%13F-HRTimeline
Southland Equity Partners LLC6,365$652K0.13%+62713F-HRTimeline
Meridian Financial Advisors, LLC6,355$651K0.35%-61913F-HRTimeline
JFS WEALTH ADVISORS, LLC6,200$635K0.04%013F-HRTimeline
Dynamic Advisor Solutions LLC6,105$625K0.02%-86213F-HRTimeline
Ashton Thomas Private Wealth, LLC6,032$618K0.02%+2,10613F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.5,903$605K0.01%+913F-HRTimelineGroup
Redwood Financial Network Corp5,885$603K0.38%-61713F-HRTimeline
GTS SECURITIES LLC5,810$595K0.02%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP5,809$595K0.03%-32213F-HRTimeline
VICTORY FINANCIAL GROUP, LLC5,771$591K0.07%-32,48113F-HRTimeline
Kovack Advisors, Inc.5,748$589K0.03%+2,51113F-HR/ATimeline
Summit Financial, LLC5,687$582K0.01%-54913F-HRTimeline
Clarity Retirement & Wealth, LLC5,686$582K0.51%13F-HRTimeline
Advisory Alpha, LLC5,524$566K0.02%-5713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,493$563K0.03%-19113F-HRTimelineGroup
J.M. Arbour, LLC5,410$554K0.55%13F-HRTimeline
CALTON & ASSOCIATES, INC.5,371$550K0.08%+1213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management5,251$538K0.01%+77413F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC4,942$538K0.16%-18813F-HRTimeline
Snider Financial Group5,240$537K0.14%-46,78513F-HRTimeline
Mutual Advisors, LLC5,165$529K0.01%+16913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,094$522K0.03%new13F-HRTimeline
Krilogy Financial LLC4,789$521K0.02%-2013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…5,027$515K0.01%+32813F-HRTimelineGroup
Regal Investment Advisors LLC4,817$493K0.03%+95513F-HRTimeline
BAM Wealth Management, LLC4,629$474K0.34%-1,09213F-HRTimeline
NFSG Corp4,555$467K0.07%013F-HRTimeline
HANCOCK WHITNEY CORP4,505$461K0.01%013F-HRTimeline
NWAM LLC4,240$461K0.03%-18713F-HRTimeline
Stonebridge Financial Group, LLC / MO4,493$460K0.4%13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV4,394$450K<0.01%+1,51213F-HRTimeline
Northwest Financial Advisors4,388$449K0.92%+65813F-HRTimeline
Investmark Advisory Group LLC4,275$438K0.19%013F-HRTimeline
Prime Capital Investment Advisors, LLC4,274$438K0.01%+5613F-HRTimeline
OMNI 360 Wealth, Inc.4,055$436K0.22%+18913F-HRTimeline
Schwallier Wealth Management LLC4,023$428K0.27%-7513F-HRTimeline
LongView Wealth Management3,945$424K0.1%new13F-HRTimeline
Madison Wealth Partners, Inc4,040$414K0.08%new13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC3,994$409K<0.01%013F-HRTimeline
Narus Financial Partners, LLC3,948$404K0.11%+12613F-HRTimeline
HRC WEALTH MANAGEMENT, LLC3,918$401K0.19%+713F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT3,912$401K0.03%-3,00013F-HRTimeline
Kraft, Davis & Associates, LLC3,733$400K0.09%013F-HRTimeline
Gladstone Institutional Advisory LLC3,903$400K0.02%new13F-HRTimeline
Axis Wealth Partners, LLC3,896$399K0.22%-18413F-HRTimeline
JBR Co Financial Management Inc3,848$394K0.16%-2,71313F-HRTimeline
TABLEAUX LLC3,832$392K0.28%-3,85613F-HR/ATimeline
CWC Advisors, LLC.3,800$389K0.19%+90213F-HRTimeline
Brown Financial Advisory3,798$389K0.2%-5713F-HRTimeline
Ullmann Wealth Partners Group, LLC3,569$366K0.04%013F-HRTimeline
Clear Creek Financial Management, LLC3,544$363K0.03%new13F-HRTimeline
WILLNER & HELLER, LLC3,497$358K0.26%-29213F-HRTimeline
CATHY PARETO & ASSOCIATES, INC3,457$354K0.25%-88613F-HRTimeline
D.A. DAVIDSON & CO.3,442$353K<0.01%new13F-HRTimeline
Signal Advisors Wealth, LLC3,428$351K0.03%+73213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC3,402$348K<0.01%-41913F-HRTimelineGroup
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…3,400$348K0.04%-1,25713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,381$346K<0.01%-3,46813F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC3,221$330K0.02%013F-HRTimeline
OneAscent Wealth Management LLCin group OneAscent Financial Services …3,206$328K0.11%-40713F-HRTimelineGroup
GGM Financial LLC3,178$326K0.16%-1,61513F-HRTimeline
Annex Advisory Services, LLC3,173$325K0.01%-1,01113F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.3,143$322K0.27%013F-HRTimeline
Betterment LLC3,111$319K<0.01%+40313F-HRTimeline
SageView Advisory Group, LLC3,064$314K0.01%-3,04013F-HRTimeline
Trexquant Investment LP3,032$311K<0.01%-33813F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…3,021$309K0.04%+6913F-HRTimeline
AE Wealth Management LLC2,998$307K<0.01%-22113F-HRTimeline
Geneos Wealth Management Inc.2,955$303K0.01%013F-HRTimeline
Andina Capital Management, LLC2,933$300K0.18%-1313F-HRTimeline
Greenline Wealth Management LLC2,823$289K0.3%13F-HRTimeline
CONNORS INVESTOR SERVICES INC2,782$285K0.02%new13F-HRTimeline
Sanctuary Advisors, LLC2,724$279K<0.01%+13013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…2,670$274K<0.01%+72513F-HRTimelineGroup
Sequoia Financial Advisors, LLC2,662$273K<0.01%-78613F-HRTimeline
Nikulski Financial, Inc.2,620$268K0.06%-20013F-HRTimeline
Bedel Financial Consulting, Inc.2,535$260K0.03%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC2,532$259K<0.01%-7113F-HRTimeline
COMMERCE BANKin group COMMERCE BANK2,492$255K<0.01%new13F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC2,458$252K0.02%new13F-HRTimeline
IFP Advisors, Inc2,439$250K0.01%+1,08413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,438$250K<0.01%-4913F-HRTimelineGroup
WIMMER ASSOCIATES 1, LLC2,435$249K0.12%-10013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT2,372$243K<0.01%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.2,361$242K<0.01%-7113F-HRTimeline
Synergy Investment Management, LLC2,335$239K0.08%-19113F-HRTimeline
Capital Square, LLC2,328$238K0.12%+28013F-HRTimeline
Elm3 Financial Group, LLC2,307$236K0.2%-1,20613F-HRTimeline
Snowden Capital Advisors LLC2,301$236K0.01%-16213F-HRTimeline
Schrum Private Wealth Management LLC2,300$236K0.17%013F-HRTimeline
Koshinski Asset Management, Inc.2,292$235K0.02%-1,01113F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …2,283$234K<0.01%13F-HR/ATimelineGroup
Perigon Wealth Management, LLC2,215$227K<0.01%-18513F-HRTimeline
Integrated Wealth Concepts LLC2,206$226K<0.01%-1,32113F-HRTimeline
Compass Financial Services Inc2,189$224K0.1%+113F-HRTimeline
Foundry Financial LLC2,176$223K0.12%13F-HRTimeline
Global Assets Advisory, LLC2,163$222K0.06%-13713F-HRTimeline
Chemistry Wealth Management LLC2,146$220K0.04%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC2,135$219K0.01%new13F-HRTimeline
CAPSTONE CAPITAL LLC2,130$218K0.14%013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC2,101$215K<0.01%new13F-HRTimeline
Continuum Advisory, LLC2,078$213K0.02%-7913F-HRTimeline
AMERIFLEX GROUP, INC.2,066$212K0.11%-2,05813F-HRTimeline
Arax Advisory Partners2,051$210K0.01%new13F-HRTimeline
Cassaday & Co Wealth Management LLC2,000$205K<0.01%013F-HRTimeline
Compass Ion Advisors, LLC1,993$204K0.02%+413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,988$204K<0.01%new13F-HR/ATimelineGroup
Allie Family Office LLC1,981$203K0.09%-213F-HRTimeline
PRIVATE TRUST CO NA1,966$201K0.02%-3213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,611$165K<0.01%-1,16513F-HRTimelineGroup
RICHARDS, MERRILL & PETERSON, INC.1,604$164K0.06%013F-HRTimeline
AdvisorNet Financial, Inc1,542$158K0.01%+313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,446$148K<0.01%013F-HR/ATimelineGroup
GPS Wealth Strategies Group, LLC1,277$131K0.11%-19,47113F-HRTimeline
Pinnacle Bancorp, Inc.1,250$128K0.04%013F-HRTimeline
Bogart Wealth, LLC1,157$118K<0.01%013F-HRTimeline
Allworth Financial LP1,149$118K<0.01%-213F-HRTimeline
Sarver Vrooman Wealth Advisors1,067$109K0.07%+70613F-HR/ATimeline
Hughes Financial Services, LLC1,064$109K0.02%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC1,035$106K0.06%013F-HRTimeline
Garton & Associates Financial Advisors …1,018$104K0.06%13F-HRTimeline
Dunhill Financial, LLC944$96.7K0.02%new13F-HRTimeline
HHM Wealth Advisors, LLC797$81.6K0.01%-3913F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …780$79.9K0.02%013F-HRTimelineGroup
MidAtlantic Capital Management, Inc.753$77.1K0.05%new13F-HRTimeline
Root Financial Partners, LLC748$76.6K<0.01%+40513F-HRTimeline
Financial Network Wealth Advisors LLC683$70K0.07%013F-HRTimeline
Millstone Evans Group, LLC594$60.8K0.04%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…559$57.3K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.522$53K0.02%+26313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC475$49K<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…463$47.5K<0.01%+2213F-HRTimelineGroup
Clearstead Trust, LLC450$46.1K0.01%+6213F-HRTimeline
Cape Investment Advisory, Inc.447$45.8K0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC426$43K0.01%-2513F-HRTimeline
OPTIMA CAPITAL LLC357$36.6K0.02%new13F-HRTimeline
SHP Wealth Management324$33.2K<0.01%13F-HRTimeline
Westside Investment Management, Inc.300$31.2K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…302$31K<0.01%+14613F-HRTimelineGroup
Capital Advisors, Ltd. LLC277$28K<0.01%013F-HRTimeline
Financial Freedom, LLC267$27.3K0.01%-2,02813F-HRTimeline
Larson Financial Group LLC252$25.8K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC245$25.1K<0.01%-93613F-HRTimeline
LRI Investments, LLC209$21.4K<0.01%013F-HRTimeline
Tanglewood Legacy Advisors, LLC200$20.5K0.01%013F-HRTimeline
TSFG, LLC200$20K<0.01%013F-HRTimeline
FIRST HORIZON CORP190$19.5K<0.01%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC174$17.9K<0.01%new13F-HRTimeline
Caitlin John, LLC171$17.5K0.01%013F-HRTimeline
CoreCap Advisors, LLC158$16.2K<0.01%+1813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC147$15.1K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC142$14.6K<0.01%-813F-HRTimelineGroup
LANARK FINANCIAL, INC.116$11.9K<0.01%-32713F-HRTimeline
Glen Eagle Advisors, LLC110$11.3K<0.01%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA100$10.2K<0.01%13F-HRTimelineGroup
Qube Research & Technologies Ltd99$10.1K<0.01%new13F-HRTimeline
CX Institutional86$9K<0.01%013F-HRTimeline
IFC & Insurance Marketing, Inc.74$8K0.01%13F-HRTimeline