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Disclosery

XMHQ INVESCO EXCHANGE TRADED FD T

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S&P MDCP QUALITY (fund)

391 managers (396 13F filers) reported a position in XMHQ shares at 2025-06-30, 32,226,207 shares in all. 29 filers opened a position and 39 filers sold out during the quarter.

Managers
391
13F filers
396
New
29
Added
149
Reduced
175
Sold out
39
Shares held by filers
32,226,207

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
LPL Financial LLC4,914,604$483M0.16%-277,79413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,013,810$198M0.01%+49,92613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,528,441$150M0.11%-311,58813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,450,044$142M0.04%+83,85313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,021,295$100M0.13%-252,13113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,012,868$99.5M0.03%-24,23113F-HRTimelineGroup
Cetera Investment Advisers766,696$75.3M0.13%+34,71613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP603,790$59.4M0.05%+72,40713F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…604,422$59.4M0.13%+220,68713F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/565,508$55.6M<0.01%-66,47913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN562,459$55.3M0.01%+162,92413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding507,582$49.9M-102,369Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.490,614$48.2M0.09%-103,24213F-HR/ATimelineGroup
HighTower Advisors, LLC481,715$47.3M0.06%+21,45413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP445,744$43.8M0.04%-1,444,23313F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding433,054$42.5M+1,712Timeline
Cambridge Investment Research Advisors,…392,037$38.5M0.12%-79,64313F-HRTimeline
MML INVESTORS SERVICES, LLC348,370$34.2M0.1%-315,36113F-HRTimeline
Trilogy Capital Inc.328,016$32.2M1.57%-10,61713F-HRTimeline
STRAIGHTLINE GROUP LLC322,600$31.7M19.8%-39,43213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.316,369$31.1M0.17%+20,75613F-HRTimeline
Focus Financial Network, Inc.311,483$30.6M1.21%+8,99113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding303,856$29.9M-99,848Timeline
TruWealth Advisors, LLC303,723$29.8M1.64%+13,02313F-HRTimeline
NewEdge Advisors, LLC291,706$28.7M0.15%+18,02513F-HRTimeline
Capital Planning Advisors, LLC274,110$26.9M3.95%-91,66013F-HRTimeline
UMB Bank, n.a.271,179$26.6M0.42%-18,16213F-HR/ATimeline
Crestwood Advisors Group, LLC268,159$26.3M0.47%-29,35213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA257,785$25.3M<0.01%-25,12813F-HR/ATimelineGroup
ADAMSBROWN WEALTH CONSULTANTS LLC224,089$22M6.38%+24,35613F-HRTimeline
UBS Group AGin group UBS Group AG211,035$20.7M<0.01%+2,27113F-HRTimelineGroup
Spectrum Wealth Advisory Group, LLC206,591$20.3M9.44%+106,33213F-HRTimeline
Syntegra Private Wealth Group, LLC205,463$20.2M2.06%-434,83513F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp199,538$19.6M0.45%new13F-HRTimelineGroup
KPP Advisory Services LLC187,923$18.5M3.05%-4,24113F-HR/ATimeline
Private Advisor Group, LLC184,250$18.1M0.1%-72,27713F-HRTimeline
Good Life Advisors, LLC181,662$17.8M1.12%+11,92013F-HRTimeline
Foundations Investment Advisors, LLC168,802$16.6M0.26%-7,08213F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding160,716$15.8M+431Timeline
TRUST CO OF TOLEDO NA /OH/160,283$15.7M1.74%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.156,702$15.4M0.21%+35,08613F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.156,553$15.4M0.13%-30,09913F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC149,524$14.7M0.89%+33,05613F-HRTimeline
WFA Asset Management Corp141,758$13.8M7.78%+114,82413F-HRTimeline
Family Investment Center, Inc.139,452$13.7M3.1%+4,01213F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…139,184$13.7M2.03%+21,16113F-HRTimeline
Masso Torrence Wealth Management Inc.134,117$13.2M6.09%+4,96713F-HRTimeline
Wealthspire Retirement, LLC129,331$12.7M0.84%+4,24613F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…125,776$12.4M0.48%-21,92013F-HRTimeline
Madrona Financial Services, LLC116,068$11.4M2.73%+3,80213F-HRTimeline
Bleakley Financial Group, LLC115,642$11.4M0.29%+41,19413F-HRTimeline
First International Bank & Trust114,598$11.3M3.92%-5,90113F-HRTimeline
Sowell Financial Services LLC112,386$11M0.45%-4,16713F-HRTimeline
WCG Wealth Advisors LLC108,182$10.6M0.69%+9,03213F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding107,747$10.6M-2,593Timeline
ENZI WEALTH106,234$10.6M3.87%+62113F-HRTimeline
Janney Montgomery Scott LLC107,376$10.5M0.03%-20313F-HRTimeline
SMITH, MOORE & CO.107,028$10.5M0.88%+3,08613F-HRTimeline
Orion Porfolio Solutions, LLC101,553$9.98M0.09%+57013F-HR/ATimeline
Onyx Bridge Wealth Group LLC101,182$9.94M1.31%+56,19813F-HRTimeline
NBZ Investment Advisors LLC100,125$9.84M5.63%+3,17313F-HRTimeline
Corecam Pte. Ltd.98,930$9.72M5.47%-2,88013F-HRTimeline
NewEdge Wealth, LLC95,404$9.58M0.15%-5,27113F-HRTimeline
Traction Financial Partners, LLC96,985$9.53M6.46%-2,59013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC96,688$9.5M0.66%-13,58213F-HRTimeline
Merit Financial Group, LLC91,960$9.03M0.1%-2,85613F-HRTimeline
SIERRA OCEAN, LLC91,276$8.97M6.46%-3,12413F-HRTimeline
Altus Wealth Group LLC89,896$8.83M3.91%+64813F-HRTimeline
WESCAP Management Group, Inc.86,952$8.54M1.94%+72,66313F-HRTimeline
Modern Wealth Management, LLC85,796$8.43M0.21%+22013F-HR/ATimeline
Atria Wealth Solutions, Inc.82,783$8.15M0.18%-68,80213F-HRTimeline
DAHRING | CUSMANO LLC82,690$8.12M6.33%+2,53013F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC78,742$7.74M1.89%+5,64913F-HRTimeline
MGO ONE SEVEN LLC74,297$7.3M0.24%-9,09113F-HRTimeline
Trivium Point Advisory, LLC73,938$7.26M0.79%+3,00813F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC73,104$7.18M1.94%+7,23013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…72,892$7.16M0.26%-14,70813F-HRTimelineGroup
Lighthouse Wealth Management Inc.70,715$6.95M6.01%-5,24213F-HRTimeline
Cornerstone Wealth Management, LLC69,994$6.88M0.42%+6,91513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC69,940$6.87M0.13%+8,93513F-HRTimelineGroup
IHT Wealth Management, LLC69,375$6.82M0.19%+2,03413F-HRTimeline
Principle Wealth Partners LLC67,824$6.66M0.42%-4,33513F-HRTimeline
DHJJ Financial Advisors, Ltd.67,580$6.64M2.4%+4,15713F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…67,358$6.62M2.19%+2813F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …66,528$6.54M0.15%+11,49013F-HRTimelineGroup
USAdvisors Wealth Management, LLC65,497$6.44M2.39%-22713F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC63,192$6.21M1.39%-31,43513F-HRTimeline
TrueWealth Advisors, LLC62,395$6.13M1.81%+1,04913F-HRTimeline
Berkeley, Inc62,292$6.12M2.2%+59,51713F-HRTimeline
HARBOUR INVESTMENTS, INC.61,949$6.09M0.15%+9,16413F-HRTimeline
Burns Matteson Capital Management, LLC59,662$5.86M2.83%+5,80313F-HRTimeline
WealthCare Investment Partners, LLC57,500$5.8M2.09%-2,89613F-HRTimeline
Mason & Associates Inc58,338$5.73M1.32%+1,03813F-HRTimeline
Meridian Wealth Management, LLC58,002$5.7M0.24%+4,20713F-HRTimeline
Aspen Wealth Strategies, LLC57,629$5.66M3.41%+1,08313F-HRTimeline
CENTRAL TRUST Co57,250$5.62M0.13%-56213F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC57,150$5.61M0.57%+27313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC55,577$5.46M<0.01%+51,01613F-HRTimelineGroup
Mascagni Wealth Management, Inc.55,351$5.44M4.63%+3,04613F-HRTimeline
World Investment Advisors53,894$5.29M0.12%+15713F-HRTimeline
Perennial Investment Advisors, LLC52,676$5.18M0.5%-1,87713F-HRTimeline
Forge Financial Services LLC52,440$5.17M3.88%+4,23213F-HRTimeline
Snider Financial Group51,284$5.04M1.45%+1,74713F-HRTimeline
PFG Advisors45,961$4.52M0.21%+2,87413F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC44,819$4.4M1.52%+11,23213F-HRTimeline
Gotham Asset Management, LLC44,452$4.37M0.03%-16,24813F-HRTimeline
Journey Advisory Group, LLC43,385$4.26M0.33%-77113F-HRTimeline
Live Oak Investment Partners43,184$4.24M3.26%-90813F-HRTimeline
Clark Wealth Partners42,989$4.22M2.85%-12,70513F-HRTimeline
Vista Cima Wealth Management LLC42,572$4.18M3.91%+98513F-HRTimeline
New Millennium Group LLC42,392$4.16M2.31%+49313F-HRTimeline
Sigma Planning Corp42,214$4.15M0.12%-11,51213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…40,940$4.13M0.01%-3,96713F-HRTimeline
Advisory Services Network, LLC39,785$4.02M0.06%-20,45813F-HRTimeline
Kovack Advisors, Inc.39,714$3.9M0.38%-16,32913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…39,169$3.85M0.09%+14213F-HRTimelineGroup
CPC Advisors, LLC39,168$3.85M0.48%-1,39613F-HRTimeline
Sovran Advisors, LLC37,992$3.8M0.4%-14,71713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC38,512$3.78M0.01%+18,92013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC38,401$3.77M<0.01%+13,41013F-HRTimelineGroup
VICTORY FINANCIAL GROUP, LLC38,396$3.77M0.6%-13,51513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…37,594$3.69M0.19%-7,07013F-HRTimelineGroup
EASTERN BANK37,249$3.66M0.07%-18,05713F-HRTimeline
Financial Partners Group, Inc35,953$3.53M0.49%-16,40213F-HRTimeline
MAI Capital Management35,693$3.51M0.02%-19013F-HRTimeline
Sagace Wealth Management LLC35,379$3.48M2.6%-3,72413F-HRTimeline
Federation des caisses Desjardins du Qu…35,081$3.45M0.02%-53,28113F-HRTimeline
Concentrum Wealth Management34,864$3.43M1.07%-1,20413F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT34,741$3.41M1.22%+97113F-HRTimeline
Mariner, LLCin group Mariner, LLC34,337$3.37M<0.01%-7,76713F-HRTimelineGroup
Aptus Capital Advisors, LLC33,613$3.3M0.03%+10,37713F-HRTimeline
Wealth Advisory Team LLC33,613$3.3M3.09%13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…33,540$3.29M0.07%-6,16613F-HRTimelineGroup
Milestone Investment Advisors LLC33,327$3.27M0.85%-13,92513F-HRTimeline
Centerpoint Advisory Group33,026$3.24M2.81%-91113F-HRTimeline
BFSG, LLC31,232$3.07M0.34%+1,16413F-HRTimeline
&PARTNERS31,187$3.06M0.02%-9,05713F-HRTimeline
Family Capital Management, Inc.30,181$2.96M1.55%+2,68013F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV30,150$2.96M1.43%-37,31813F-HRTimeline
Atlantic Edge Private Wealth Management…30,091$2.96M0.81%-15,25513F-HRTimeline
Visionary Wealth Advisors29,988$2.95M0.15%-29,57713F-HRTimeline
MFA WEALTH ADVISORS, LLC29,098$2.86M0.67%-40,96413F-HRTimeline
United Asset Strategies, Inc.28,881$2.84M0.24%+77613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC28,518$2.8M0.07%+2,95013F-HRTimelineGroup
Steward Partners Investment Advisory, L…28,433$2.79M0.02%-2,06413F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC27,805$2.73M0.22%-3,71113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…27,616$2.71M<0.01%-29,73613F-HRTimelineGroup
Harbor Asset Planning, Inc.25,963$2.55M2.44%13F-HRTimeline
Waverly Advisors, LLC25,872$2.54M0.03%-52213F-HRTimeline
Venturi Wealth Management, LLC23,863$2.34M0.12%+1,75513F-HRTimeline
First Heartland Consultants, Inc.23,444$2.3M0.2%+2,29313F-HRTimeline
New Insight Wealth Advisors23,345$2.29M0.94%+49513F-HRTimeline
Horizon Family Wealth, Inc.23,207$2.28M1.39%+81013F-HRTimeline
Duncan Williams Asset Management, LLC23,150$2.27M0.72%-2,39113F-HR/ATimeline
CHB Investment Group, LLC22,983$2.26M1.15%-17313F-HRTimeline
J.W. COLE ADVISORS, INC.22,658$2.23M0.05%+16,60913F-HRTimeline
GeoWealth Management, LLC22,485$2.21M0.09%-78813F-HRTimeline
Independent Advisor Alliance21,728$2.13M0.06%+3,97713F-HRTimeline
Priebe Wealth Holdings LLC21,661$2.13M1.84%+83113F-HRTimeline
Firestone Capital Management21,255$2.09M0.49%new13F-HRTimeline
Secure Asset Management, LLC20,977$2.06M0.38%-1,65613F-HRTimeline
SkyView Investment Advisors, LLC20,904$2.06M0.29%+1,12813F-HRTimeline
Marshall Financial Group, LLC19,997$2M0.39%+33413F-HRTimeline
GPS Wealth Strategies Group, LLC19,895$1.95M0.22%+91813F-HRTimeline
Creative Planningin group Creative Planning19,517$1.92M<0.01%+1,57113F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL19,392$1.91M0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV18,222$1.79M0.13%+1,20913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…17,931$1.76M<0.01%-93413F-HR/ATimelineGroup
Integrated Wealth Concepts LLC17,216$1.69M0.02%+13,43113F-HRTimeline
VestGen Advisors, LLC16,801$1.65M0.07%-5,73113F-HRTimeline
FLOW TRADERS U.S. LLC16,782$1.65M0.06%+9,74813F-HRTimeline
OneDigital Investment Advisors LLC16,767$1.65M0.02%+91913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC16,733$1.64M0.05%+48013F-HRTimeline
Glass Jacobson Investment Advisors llc16,144$1.59M0.61%+1,09113F-HRTimeline
Brown Miller Wealth Management, LLC15,853$1.56M0.48%+87713F-HRTimeline
ROMAN BUTLER FULLERTON & CO14,117$1.47M0.43%-1,14713F-HRTimeline
Kingsview Wealth Management, LLC14,690$1.44M0.02%+55713F-HRTimeline
Dana Investment Advisors, Inc.14,545$1.43M0.05%-2,09513F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC14,468$1.42M0.11%+59113F-HRTimeline
Biltmore Family Office, LLC14,467$1.42M0.24%+91613F-HRTimeline
TD Capital Management LLC14,289$1.4M0.13%-2,15513F-HRTimeline
WPG Advisers, LLC14,116$1.39M1.17%+56313F-HRTimeline
WEDBUSH SECURITIES INC14,100$1.39M0.05%+46313F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC13,842$1.36M0.12%+72013F-HRTimeline
LWM Advisory Services, LLC13,721$1.35M0.93%-24913F-HRTimeline
DORVAL Corp13,514$1.33M0.47%+4,12213F-HRTimeline
CWM, LLCin group CWM, LLC12,678$1.25M<0.01%+1,98713F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO12,230$1.2M0.01%013F-HRTimelineGroup
IFG Advisory, LLC12,204$1.2M0.06%-37813F-HRTimeline
GWN SECURITIES INC.11,948$1.17M0.22%-50,04713F-HRTimeline
Stephens Consulting, LLC11,714$1.15M0.27%-26,70613F-HRTimeline
CENTAURUS FINANCIAL, INC.11,611$1.14M0.07%+74213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC11,598$1.14M0.01%+5,05413F-HRTimelineGroup
Avior Wealth Management, LLC11,576$1.14M0.04%-16,18113F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.11,557$1.14M0.47%+4,49613F-HRTimeline
Westfuller Advisors, LLC11,444$1.12M0.64%-3,39213F-HRTimeline
XY Planning Network, Inc.11,287$1.11M0.38%+4,59213F-HRTimeline
Nalls Sherbakoff Group, LLC11,040$1.08M0.79%+4413F-HRTimeline
Tempus Wealth Planning, LLC11,000$1.08M0.27%-14,60713F-HRTimeline
Cadent Capital Advisors, LLC10,962$1.08M0.35%-86613F-HRTimeline