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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
LPL Financial LLC5,192,398$475M0.19%-148,84613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,963,884$180M0.01%-216,26213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,889,977$173M0.18%+91,71113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,840,029$168M0.14%-174,13713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,366,191$125M0.03%-527,22413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,273,426$117M0.16%+78,65013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,212,974$111M1.55%+28,06313F-HRTimelineGroup
Annex Advisory Services, LLC1,109,163$102M2.88%+56,55913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,037,099$94.9M0.04%+96,32413F-HRTimelineGroup
Cetera Investment Advisers731,980$67M0.13%+137,88913F-HRTimeline
MML INVESTORS SERVICES, LLC663,731$60.8M0.2%+52,66013F-HRTimeline
Syntegra Private Wealth Group, LLC640,298$58.6M6.85%-70,33513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/631,987$57.8M0.01%+64,89313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding609,951$55.8M+148,448Timeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …603,301$55.2M0.97%-281,34713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.593,856$54.4M0.12%-246,92313F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC548,049$50.2M0.72%+4,75813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP531,383$48.6M0.04%+144,74013F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…471,680$43.2M0.15%-51,37013F-HRTimeline
HighTower Advisors, LLC460,261$42.1M0.06%-330,20213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…383,735$40.8M0.09%-677,87913F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding403,704$37M+2,478Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN399,535$36.6M0.01%+139,32313F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding431,342$33.6M-3,355Timeline
Capital Planning Advisors, LLC365,770$33.5M5.17%+19,24313F-HRTimeline
STRAIGHTLINE GROUP LLC362,032$33.2M21.45%new13F-HRTimeline
Trilogy Capital Inc.338,633$31M1.63%-178,69113F-HRTimeline
Focus Financial Network, Inc.302,492$27.7M1.13%+20,67713F-HRTimeline
Crestwood Advisors Group, LLC297,511$27.2M0.52%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.295,613$27.1M0.16%-11,44013F-HRTimeline
TruWealth Advisors, LLC290,700$26.6M1.61%+90,98613F-HRTimeline
UMB Bank, n.a.289,341$26.5M0.44%+176,41613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA282,913$25.9M0.01%+2,00913F-HR/ATimelineGroup
NewEdge Advisors, LLC273,681$25M0.15%+136,83313F-HRTimeline
Private Advisor Group, LLC256,527$23.5M0.14%-16,80013F-HRTimeline
UBS Group AGin group UBS Group AG208,764$19.1M<0.01%-74,38413F-HRTimelineGroup
ADAMSBROWN WEALTH CONSULTANTS LLC199,733$18.3M5.74%+42,55813F-HRTimeline
KPP Advisory Services LLC192,164$17.6M3.34%+10,25213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.186,652$17.1M0.16%-44,53513F-HRTimelineGroup
Foundations Investment Advisors, LLC175,884$16.1M0.3%+172,75413F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC174,518$16M1.52%-4113F-HRTimeline
Good Life Advisors, LLC169,742$15.5M1.09%+10,74313F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding160,285$14.5M+54,393Timeline
Sandy Spring Bank156,172$14.3M0.6%+85,90113F-HRTimeline
Atria Wealth Solutions, Inc.151,585$13.9M0.17%-7,29113F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…147,696$13.5M0.61%+4,29513F-HRTimeline
Family Investment Center, Inc.135,440$12.4M3.03%-84,37213F-HRTimeline
Masso Torrence Wealth Management Inc.129,150$11.8M6.31%+6,70513F-HRTimeline
Wealthspire Retirement, LLC125,085$11.4M0.91%+7,79513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.121,616$11.1M0.17%+21,90413F-HRTimelineGroup
First International Bank & Trust120,499$11M3.49%new13F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…118,023$10.8M1.66%+22,73013F-HRTimeline
Sowell Financial Services LLC116,553$10.7M0.49%-6,70113F-HRTimeline
SAX WEALTH ADVISORS, LLC116,468$10.7M0.76%+17,85313F-HRTimeline
Madrona Financial Services, LLC112,266$10.3M2.83%+62,39413F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding110,340$10.1M+3,045Timeline
THOROUGHBRED FINANCIAL SERVICES, LLC110,270$10.1M0.63%+17,70313F-HRTimeline
Janney Montgomery Scott LLC107,579$9.85M0.03%-8,16613F-HRTimeline
ENZI WEALTH105,613$9.7M3.93%+6,43313F-HRTimeline
Aveo Capital Partners, LLC102,590$9.67M1.61%+9,58713F-HRTimeline
SMITH, MOORE & CO.103,942$9.51M0.88%+4,09813F-HRTimeline
Corecam Pte. Ltd.101,810$9.32M5.11%+28,66013F-HRTimeline
Orion Porfolio Solutions, LLC100,983$9.24M0.09%+3,78713F-HRTimeline
Orion Portfolio Solutions, LLC100,983$9.24M0.09%+3,78713F-HR/ATimeline
NewEdge Wealth, LLC100,675$9.21M0.17%+11,26913F-HRTimeline
Spectrum Wealth Advisory Group, LLC100,259$9.18M4.4%-23,38613F-HRTimeline
Traction Financial Partners, LLC99,575$9.11M7.12%+85,23413F-HRTimeline
WCG Wealth Advisors LLC99,150$9.08M0.69%+4,31213F-HR/ATimeline
NBZ Investment Advisors LLC96,952$8.87M5.13%+20,57813F-HRTimeline
Merit Financial Group, LLC94,816$8.68M0.13%+8,21413F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC94,627$8.66M2.31%+24,07013F-HRTimeline
SIERRA OCEAN, LLC94,400$8.64M6.82%+8,60413F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group90,408$8.28M1.08%+28,73013F-HRTimelineGroup
Altus Wealth Group LLC89,248$8.17M3.83%+36,07613F-HRTimeline
Federation des caisses Desjardins du Qu…88,362$8.09M0.04%+9,43413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…87,600$8.02M0.33%-95713F-HRTimelineGroup
Modern Wealth Management, LLC85,576$7.83M0.25%+17,26213F-HR/ATimeline
MGO ONE SEVEN LLC83,388$7.63M0.3%-14,43713F-HRTimeline
DAHRING | CUSMANO LLC80,160$7.34M6.32%+5,20013F-HRTimeline
Lighthouse Wealth Management Inc.75,957$6.95M6.37%-1,31213F-HRTimeline
Bleakley Financial Group, LLC74,448$6.81M0.22%new13F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC73,093$6.69M1.86%+29,12913F-HRTimeline
Principle Wealth Partners LLC72,159$6.6M0.47%-2,07713F-HRTimeline
Trivium Point Advisory, LLC70,930$6.49M0.81%+26,13213F-HRTimeline
MFA WEALTH ADVISORS, LLC70,062$6.41M1.59%+4,35913F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV67,468$6.18M3.18%+5,69313F-HRTimeline
IHT Wealth Management, LLC67,341$6.16M0.19%-6,33213F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…67,330$6.16M2.28%new13F-HRTimelineGroup
GWN SECURITIES INC.61,995$6.06M0.34%+54,28613F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC65,874$6.03M1.97%new13F-HRTimeline
USAdvisors Wealth Management, LLC65,724$6.01M2.1%+16013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC61,005$6.01M0.13%013F-HRTimelineGroup
Integras Partners LLC64,756$5.93M5.35%-73613F-HRTimeline
DHJJ Financial Advisors, Ltd.63,423$5.81M2.34%+2,80113F-HRTimeline
Cornerstone Wealth Management, LLC63,079$5.77M0.39%-12,57213F-HRTimeline
TrueWealth Advisors, LLC61,346$5.62M1.84%+7,93113F-HRTimeline
Gotham Asset Management, LLC60,700$5.56M0.05%+15,87613F-HRTimeline
Advisory Services Network, LLC60,243$5.51M0.11%+4,63613F-HRTimeline
Visionary Wealth Advisors59,565$5.45M0.33%-3,99913F-HRTimeline
CENTRAL TRUST Co57,812$5.29M0.13%+1,63013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…57,352$5.25M0.01%+6,60713F-HRTimelineGroup
Mason & Associates Inc57,300$5.24M1.3%+3,09413F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC56,877$5.21M0.53%-1,81113F-HRTimeline
WealthCare Investment Partners, LLC60,396$5.2M2.2%+4,37313F-HRTimeline
Aspen Wealth Strategies, LLC56,546$5.18M3.39%-29,59813F-HRTimeline
Kovack Advisors, Inc.56,043$5.13M0.54%-11013F-HRTimeline
Clark Wealth Partners55,694$5.1M3.78%-77,77013F-HRTimeline
EASTERN BANK55,306$5.06M0.1%-461,58413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …55,038$5.04M0.14%-12,42513F-HRTimelineGroup
Perennial Investment Advisors, LLC54,553$5M0.56%+3,56513F-HRTimeline
Burns Matteson Capital Management, LLC53,859$4.93M2.65%-2,30313F-HRTimeline
Meridian Wealth Management, LLC53,795$4.92M0.24%+11713F-HRTimeline
World Investment Advisors53,737$4.92M0.13%+1,05513F-HRTimeline
Sigma Planning Corp53,726$4.92M0.16%+1,96213F-HRTimeline
HARBOUR INVESTMENTS, INC.52,785$4.83M0.14%+4,17013F-HRTimeline
Financial Partners Group, Inc52,355$4.79M0.74%-179,17813F-HRTimeline
Mascagni Wealth Management, Inc.52,305$4.79M4.76%013F-HR/ATimeline
Sovran Advisors, LLC52,709$4.66M0.6%-11,62713F-HRTimeline
VICTORY FINANCIAL GROUP, LLC51,911$4.64M0.89%+37,15113F-HRTimeline
Snider Financial Group49,537$4.53M1.47%+2,91013F-HRTimeline
Forge Financial Services LLC48,208$4.41M3.9%+2,06313F-HRTimeline
Milestone Investment Advisors LLC47,252$4.32M1.2%-118,73113F-HRTimeline
PSI Advisors, LLC46,507$4.26M1.38%+85313F-HRTimeline
Atlantic Edge Private Wealth Management…45,346$4.15M1.27%-3,56413F-HRTimeline
Onyx Bridge Wealth Group LLC44,984$4.12M0.59%+21,76113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…44,907$4.11M0.01%-1,68513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…44,664$4.11M0.17%+1,87113F-HRTimelineGroup
Journey Advisory Group, LLC44,156$4.04M0.33%-46,58213F-HRTimeline
Live Oak Investment Partners44,092$4.04M3.18%new13F-HRTimeline
PFG Advisors43,087$3.94M0.22%+91513F-HRTimeline
PCG Wealth Advisors, LLC42,392$3.88M1.35%-8,48513F-HRTimeline
Mariner, LLCin group Mariner, LLC42,104$3.85M0.01%-10,47413F-HRTimelineGroup
New Millennium Group LLC41,899$3.83M2.52%+2,63313F-HRTimeline
Vista Cima Wealth Management LLC41,587$3.81M4.1%+2,57513F-HR/ATimeline
CPC Advisors, LLC40,564$3.71M0.51%-8413F-HRTimeline
&PARTNERS40,244$3.68M0.04%+4,33313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…39,706$3.63M0.08%-62613F-HRTimelineGroup
Sagace Wealth Management LLC39,103$3.58M2.71%-6213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…39,027$3.57M0.09%+1,11113F-HRTimelineGroup
Stephens Consulting, LLC38,420$3.52M0.88%+3,89913F-HRTimeline
Concentrum Wealth Management36,068$3.3M1.22%+6,99913F-HRTimeline
MAI Capital Management35,883$3.28M0.02%+9,94213F-HRTimeline
Virtue Capital Management, LLC33,946$3.11M0.36%new13F-HRTimeline
Centerpoint Advisory Group33,937$3.11M3.05%-2913F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT33,770$3.09M1.3%-7,33313F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC33,587$3.07M1.17%+3,74613F-HRTimeline
WFA Asset Management Corp26,934$2.96M1.55%-145,94113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC31,516$2.89M0.26%+4,22313F-HR/ATimeline
Steward Partners Investment Advisory, L…30,497$2.79M0.02%-10,45013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\30,294$2.77M<0.01%-13,13013F-HRTimelineGroup
BFSG, LLC30,068$2.75M0.33%+68713F-HRTimeline
PEAK FINANCIAL ADVISORS LLC29,584$2.71M1.38%+5,20713F-HRTimeline
Fermata Advisors, LLC29,447$2.7M0.49%-72,05813F-HRTimeline
United Asset Strategies, Inc.28,105$2.57M0.24%+2,26013F-HRTimeline
Avior Wealth Management, LLC27,757$2.54M0.1%-7,07313F-HRTimeline
Family Capital Management, Inc.27,501$2.52M1.55%+1,26013F-HRTimeline
Waverly Advisors, LLC26,394$2.42M0.03%+4,81013F-HRTimeline
Tempus Wealth Planning, LLC25,607$2.34M0.7%-5313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC25,568$2.34M0.07%+1,76813F-HRTimelineGroup
Duncan Williams Asset Management, LLC25,541$2.34M0.84%+1,68913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC24,991$2.29M<0.01%+14,50513F-HRTimelineGroup
TABLEAUX LLC23,522$2.15M1.55%-44,88113F-HRTimeline
GeoWealth Management, LLC23,273$2.13M0.09%-90,10613F-HRTimeline
Aptus Capital Advisors, LLC23,236$2.13M0.02%-79013F-HRTimeline
CHB Investment Group, LLC23,156$2.12M1.13%+23513F-HRTimeline
New Insight Wealth Advisors22,850$2.09M0.95%+9,02213F-HRTimeline
Secure Asset Management, LLC22,633$2.07M0.42%-68,45913F-HRTimeline
VestGen Advisors, LLC22,532$2.06M0.09%13F-HRTimeline
Horizon Family Wealth, Inc.22,397$2.05M1.37%-19713F-HRTimeline
Venturi Wealth Management, LLC22,108$2.02M0.11%-2,90813F-HRTimeline
Wiser Advisor Group LLC22,041$2.02M2.98%+1,78513F-HRTimeline
Redhawk Wealth Advisors, Inc.22,007$2.01M0.27%-41,91013F-HRTimeline
First Heartland Consultants, Inc.21,151$1.94M0.2%-1,75813F-HRTimeline
Priebe Wealth Holdings LLC20,830$1.91M1.19%+10,85513F-HRTimeline
Financial Freedom, LLC19,787$1.81M1.04%-4,21813F-HRTimeline
SkyView Investment Advisors, LLC19,776$1.81M0.27%-6,18213F-HRTimeline
COMERICA BANK19,731$1.81M0.01%-50513F-HRTimeline
Marshall Financial Group, LLC19,663$1.8M0.39%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC19,592$1.79M<0.01%new13F-HR/ATimelineGroup
GPS Wealth Strategies Group, LLC18,977$1.74M0.23%+1,51113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…18,865$1.73M<0.01%-33113F-HRTimelineGroup
Arax Advisory Partners18,311$1.68M0.11%new13F-HRTimeline
Creative Planningin group Creative Planning17,946$1.64M<0.01%+97613F-HRTimelineGroup
Independent Advisor Alliance17,751$1.62M0.05%-217,58213F-HRTimeline
GGM Financial LLC17,669$1.62M1.1%-4,63113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP17,142$1.57M<0.01%-13,03913F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV17,013$1.56M0.12%+1,96013F-HRTimeline
Dana Investment Advisors, Inc.16,640$1.52M0.05%-4,63713F-HRTimeline
TD Capital Management LLC16,444$1.51M0.15%-2,65213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC16,253$1.49M0.05%+1,05913F-HRTimeline
Glass Jacobson Investment Advisors llc15,053$1.48M0.49%013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.15,923$1.46M<0.01%-18,77613F-HRTimelineGroup
OneDigital Investment Advisors LLC15,848$1.45M0.02%-6,49013F-HRTimeline
Atria Investments, Inc15,109$1.38M0.02%-10,64713F-HRTimeline
Schwallier Wealth Management LLC15,074$1.38M1.02%-100,51913F-HRTimeline
Brown Miller Wealth Management, LLC14,976$1.37M0.47%new13F-HRTimeline
Westfuller Advisors, LLC14,836$1.36M0.91%+19413F-HRTimeline
ROMAN BUTLER FULLERTON & CO15,264$1.36M0.53%-23413F-HRTimeline
WESCAP Management Group, Inc.14,289$1.31M0.32%new13F-HRTimeline
Kingsview Wealth Management, LLC14,133$1.29M0.02%+2,71813F-HRTimeline