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Disclosery

XMHQ INVESCO EXCHANGE TRADED FD T

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S&P MDCP QUALITY (fund)

393 managers (397 13F filers) reported a position in XMHQ shares at 2025-09-30, 31,928,617 shares in all. 36 filers opened a position and 30 filers sold out during the quarter.

Managers
393
13F filers
397
New
36
Added
156
Reduced
150
Sold out
30
Shares held by filers
31,928,617

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC4,950,085$520M0.15%+35,48113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,160,409$227M0.01%+146,59913F-HR/ATimelineGroup
VANTAGEPOINT INVESTMENT ADVISERS LLC1,506,189$158M1.29%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,308,032$137M0.09%-220,40913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,187,406$125M0.03%-262,63813F-HRTimelineGroup
Cetera Investment Advisers1,171,731$123M0.14%+405,03513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC980,272$103M0.03%-32,59613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC967,085$102M0.13%-54,21013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP706,521$74.2M0.05%+102,73113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/650,657$68.3M0.01%+85,14913F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN520,475$54.6M0.01%-41,98413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.509,380$53.4M0.07%+18,76613F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding460,086$48.3M+27,032Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP449,728$47.2M0.04%+3,98413F-HRTimelineGroup
Cambridge Investment Research Advisors,…366,283$38.4M0.11%-25,75413F-HRTimeline
STRAIGHTLINE GROUP LLC343,563$36.1M20.79%+20,96313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding323,243$33.9M-184,339Timeline
Focus Financial Network, Inc.319,064$33.5M1.19%+7,58113F-HRTimeline
Trilogy Capital Inc.313,294$32.9M1.52%-14,72213F-HRTimeline
TruWealth Advisors, LLC309,091$32.4M1.64%+5,36813F-HRTimeline
HighTower Advisors, LLC302,746$31.8M0.04%-178,96913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding302,702$31.8M-1,154Timeline
NewEdge Advisors, LLC301,634$31.7M0.14%+9,92813F-HRTimeline
UMB Bank, n.a.296,526$31.1M0.46%+25,34713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Crestwood Advisors Group, LLC278,394$29.2M0.5%+10,23513F-HRTimeline
Capital Planning Advisors, LLC274,950$28.9M3.96%+84013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA238,593$25M<0.01%-19,19213F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp225,703$23.7M0.45%+26,16513F-HRTimelineGroup
Private Advisor Group, LLC196,607$20.6M0.1%+12,35713F-HRTimeline
UBS Group AGin group UBS Group AG188,051$19.7M<0.01%-22,98413F-HRTimelineGroup
KPP Advisory Services LLC186,274$19.6M2.9%-1,64913F-HRTimeline
MML INVESTORS SERVICES, LLC182,940$19.2M0.05%-165,43013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/174,793$18.3M1.84%+14,51013F-HRTimeline
WFA Asset Management Corp171,079$17.5M9.54%+29,32113F-HRTimeline
Foundations Investment Advisors, LLC164,359$17.3M0.25%-4,44313F-HRTimeline
SAX WEALTH ADVISORS, LLC163,570$17.2M0.92%+14,04613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.162,393$17M0.13%+5,84013F-HRTimelineGroup
Concord Wealth Partnersgroup of 2 filers holding160,506$16.8M-210Timeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…150,158$15.8M2.19%+10,97413F-HRTimeline
Family Investment Center, Inc.141,467$14.8M3.08%+2,01513F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…137,633$14.4M0.5%+11,85713F-HRTimeline
Wealthspire Retirement, LLC137,114$14.4M0.92%+7,78313F-HR/ATimeline
Masso Torrence Wealth Management Inc.135,415$14.2M5.91%+1,29813F-HRTimeline
Bleakley Financial Group, LLC131,235$13.8M0.32%+15,59313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.125,053$13.1M0.15%-31,64913F-HRTimelineGroup
WCG Wealth Advisors LLC123,910$13M0.82%+15,72813F-HRTimeline
CWM, LLCin group CWM, LLC118,759$12.5M0.04%+106,08113F-HRTimelineGroup
Madrona Financial Services, LLC117,678$12.4M2.73%+1,61013F-HRTimeline
Sowell Financial Services LLC114,382$12M0.46%+1,99613F-HRTimeline
First International Bank & Trust113,058$11.9M4.12%-1,54013F-HRTimeline
NBZ Investment Advisors LLC111,767$11.7M6.14%+11,64213F-HRTimeline
Traction Financial Partners, LLC110,809$11.6M7.18%+13,82413F-HRTimeline
SMITH, MOORE & CO.108,105$11.3M0.87%+1,07713F-HRTimeline
Orion Porfolio Solutions, LLC107,474$11.3M0.09%+5,92113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding106,417$11.2M-1,330Timeline
Corecam Pte. Ltd.106,370$11.2M5.96%+7,44013F-HRTimeline
ENZI WEALTH106,874$11.1M3.91%+64013F-HRTimeline
Janney Montgomery Scott LLC98,376$10.3M0.02%-9,00013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC95,354$10M0.62%-1,33413F-HRTimeline
Merit Financial Group, LLC90,797$9.53M0.09%-1,16313F-HR/ATimeline
WESCAP Management Group, Inc.90,263$9.47M1.99%+3,31113F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC90,134$9.46M2.08%+11,39213F-HRTimeline
EQUITABLE TRUST CO88,446$9.28M0.43%new13F-HRTimeline
Modern Wealth Management, LLC86,837$9.11M0.18%+1,04113F-HRTimeline
DAHRING | CUSMANO LLC86,779$9.11M6.58%+4,08913F-HRTimeline
Altus Wealth Group LLC86,493$9.08M3.73%-3,40313F-HRTimeline
NewEdge Wealth, LLC83,609$8.6M0.12%-11,79513F-HRTimeline
Trivium Point Advisory, LLC78,521$8.24M0.84%+4,58313F-HRTimeline
Clark Wealth Partners79,744$8.17M4.98%+36,75513F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC73,044$7.67M1.49%+9,85213F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC72,866$7.65M1.93%-23813F-HRTimeline
Cornerstone Wealth Management, LLC72,451$7.6M0.42%+2,45713F-HRTimeline
IHT Wealth Management, LLC72,096$7.57M0.19%+2,72113F-HRTimeline
DHJJ Financial Advisors, Ltd.69,843$7.33M2.49%+2,26313F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…69,235$7.27M2.14%+1,87713F-HRTimelineGroup
USAdvisors Wealth Management, LLC68,826$7.22M2.49%+3,32913F-HRTimeline
MGO ONE SEVEN LLC68,788$7.22M0.17%-5,50913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …68,046$7.14M0.15%+1,51813F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.66,384$6.97M0.16%+4,43513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC65,720$6.9M0.11%-4,22013F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…65,430$6.87M0.24%-7,46213F-HRTimelineGroup
Berkeley, Inc65,230$6.85M2.2%+2,93813F-HRTimeline
Principle Wealth Partners LLC62,476$6.56M0.38%-5,34813F-HRTimeline
Mason & Associates Inc61,525$6.46M1.3%+3,18713F-HRTimeline
Burns Matteson Capital Management, LLC61,036$6.41M2.69%+1,37413F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC60,861$6.39M1.97%+16,04213F-HRTimeline
Spectrum Wealth Advisory Group, LLC60,116$6.31M2.6%-146,47513F-HRTimeline
Lighthouse Wealth Management Inc.59,685$6.26M5.09%-11,03013F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC56,814$5.96M1.64%-167,27513F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.56,735$5.95M2.19%+45,17813F-HRTimeline
Forge Financial Services LLC56,402$5.94M2.78%+3,96213F-HRTimeline
Aspen Wealth Strategies, LLC56,252$5.9M3.31%-1,37713F-HRTimeline
World Investment Advisors55,939$5.87M0.12%+2,04513F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC55,721$5.85M0.33%-1,42913F-HRTimeline
CENTRAL TRUST Co55,294$5.8M0.12%-1,95613F-HRTimeline
WealthCare Investment Partners, LLC54,260$5.71M1.85%-3,24013F-HRTimeline
Snider Financial Group52,025$5.46M1.49%+74113F-HRTimeline
PCG Wealth Advisors, LLC51,688$5.43M1.58%new13F-HRTimeline
TrueWealth Advisors, LLC51,473$5.4M1.46%-10,92213F-HRTimeline
Perennial Investment Advisors, LLC51,423$5.4M0.45%-1,25313F-HRTimeline
PSI Advisors, LLC51,165$5.37M1.38%new13F-HRTimeline
Mascagni Wealth Management, Inc.51,036$5.36M4.14%-4,31513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS50,000$5.25M<0.01%new13F-HRTimelineGroup
Live Oak Investment Partners47,128$4.95M3.28%+3,94413F-HR/ATimeline
PFG Advisors45,647$4.79M0.2%-31413F-HRTimeline
Gotham Asset Management, LLC45,222$4.75M0.02%+77013F-HRTimeline
Journey Advisory Group, LLC44,571$4.68M0.35%+1,18613F-HRTimeline
Vista Cima Wealth Management LLC44,539$4.67M3.9%+1,96713F-HRTimeline
Silver Coast Investments LLC40,915$4.29M1.48%new13F-HRTimeline
TUDOR INVESTMENT CORP ET AL39,274$4.12M0.03%+19,88213F-HR/ATimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…38,448$4.04M0.09%-72113F-HRTimelineGroup
VICTORY FINANCIAL GROUP, LLC38,252$4.01M0.55%-14413F-HRTimeline
CPC Advisors, LLC38,111$4M0.42%-1,05713F-HRTimeline
Concentrum Wealth Management37,573$3.94M1.14%+2,70913F-HRTimeline
EWG Elevate Inc.37,551$3.94M1.23%new13F-HRTimeline
Equity Wealth Partners, LLC37,472$3.93M3.19%13F-HRTimeline
American National Bank of Texas36,094$3.79M3.57%13F-HRTimeline
Sagace Wealth Management LLC35,591$3.74M2.54%+21213F-HRTimeline
Sigma Planning Corp35,481$3.72M0.11%-6,73313F-HRTimeline
MAI Capital Management35,228$3.7M0.02%-46513F-HRTimeline
Financial Partners Group, Inc35,100$3.68M0.46%-85313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…35,129$3.66M0.01%-5,81113F-HRTimeline
Federation des caisses Desjardins du Qu…34,734$3.65M0.01%-34713F-HRTimeline
Mariner, LLCin group Mariner, LLC34,310$3.6M<0.01%-2713F-HRTimelineGroup
&PARTNERS34,084$3.58M0.02%+2,89713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…33,855$3.55M0.07%+31513F-HRTimelineGroup
EASTERN BANK33,824$3.55M0.06%-3,42513F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT33,707$3.54M1.14%-1,03413F-HRTimeline
Aptus Capital Advisors, LLC33,103$3.47M0.03%-51013F-HRTimeline
Centerpoint Advisory Group32,949$3.46M2.69%-7713F-HRTimeline
BFSG, LLC32,829$3.45M0.33%+1,59713F-HRTimeline
Kingsview Wealth Management, LLC31,801$3.34M0.05%+17,11113F-HRTimeline
Duncan Williams Asset Management, LLC31,478$3.3M0.93%+8,32813F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV31,470$3.3M1.53%+1,32013F-HRTimeline
RFG Advisory, LLC31,117$3.27M0.07%new13F-HRTimeline
Onyx Bridge Wealth Group LLC30,338$3.18M0.35%-70,84413F-HRTimeline
Family Capital Management, Inc.29,404$3.09M1.47%-77713F-HRTimeline
Atlantic Edge Private Wealth Management…29,014$3.05M0.78%-1,07713F-HRTimeline
Venturi Wealth Management, LLC28,821$3.03M0.14%+4,95813F-HRTimeline
Sovran Advisors, LLC28,418$2.92M0.26%-9,57413F-HRTimeline
United Asset Strategies, Inc.27,460$2.88M0.23%-1,42113F-HRTimeline
Advisory Services Network, LLC27,291$2.86M0.04%-12,49413F-HRTimeline
Milestone Investment Advisors LLC27,266$2.86M0.71%-6,06113F-HRTimeline
MFA WEALTH ADVISORS, LLC26,759$2.81M0.61%-2,33913F-HRTimeline
Waverly Advisors, LLC26,480$2.78M0.03%+60813F-HRTimeline
New Insight Wealth Advisors25,792$2.71M1.02%+2,44713F-HRTimeline
Steward Partners Investment Advisory, L…25,726$2.7M0.02%-2,70713F-HRTimeline
Harbor Asset Planning, Inc.24,878$2.61M2.34%-1,08513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC24,012$2.52M0.15%-3,79313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC23,501$2.47M0.06%-5,01713F-HRTimelineGroup
Creative Planningin group Creative Planning23,346$2.45M<0.01%+3,82913F-HRTimelineGroup
Horizon Family Wealth, Inc.23,213$2.44M1.4%+613F-HRTimeline
Wiser Advisor Group LLC22,113$2.32M2.89%new13F-HRTimeline
J.W. COLE ADVISORS, INC.21,779$2.29M0.04%-87913F-HRTimeline
GeoWealth Management, LLC21,565$2.26M0.08%-92013F-HRTimeline
Independent Advisor Alliance21,467$2.25M0.06%-26113F-HRTimeline
Firestone Capital Management21,255$2.23M0.48%013F-HRTimeline
SkyView Investment Advisors, LLC21,015$2.21M0.28%+11113F-HRTimeline
GPS Wealth Strategies Group, LLC20,748$2.18M0.23%+85313F-HRTimeline
Secure Asset Management, LLC20,690$2.18M0.36%-28713F-HRTimeline
Marshall Financial Group, LLC20,627$2.17M0.42%+63013F-HRTimeline
Sonoma Allocations LLC19,619$2.04M0.74%13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC18,462$1.94M0.05%+1,72913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV18,061$1.9M0.13%-16113F-HRTimeline
OneDigital Investment Advisors LLC17,037$1.79M0.02%+27013F-HRTimeline
Brown Miller Wealth Management, LLC16,786$1.76M0.5%+93313F-HRTimeline
New Millennium Group LLC16,569$1.74M0.8%-25,82313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…16,258$1.71M<0.01%-1,67313F-HRTimelineGroup
ADAPT WEALTH ADVISORS, LLC16,165$1.7M0.63%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC15,757$1.65M0.14%+1,91513F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP15,500$1.63M<0.01%new13F-HRTimelineGroup
Glass Jacobson Investment Advisors llc15,451$1.62M0.59%-69313F-HRTimeline
Hansen & Associates Financial Group, In…15,514$1.59M0.67%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC14,658$1.54M0.01%+3,06013F-HRTimelineGroup
Biltmore Family Office, LLC14,467$1.52M0.22%013F-HRTimeline
Dana Investment Advisors, Inc.14,435$1.52M0.04%-11013F-HRTimeline
Westfuller Advisors, LLC14,427$1.51M0.69%+2,98313F-HRTimeline
Visionary Wealth Advisors14,139$1.48M0.07%-15,84913F-HRTimeline
WPG Advisers, LLC14,102$1.48M1.15%-1413F-HRTimeline
ROMAN BUTLER FULLERTON & CO14,163$1.48M0.4%+4613F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC13,996$1.47M0.1%-47213F-HRTimeline
DORVAL Corp13,514$1.42M0.47%013F-HRTimeline
Mann Financial Group, Inc.13,452$1.41M1.39%13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO13,039$1.37M0.01%+80913F-HRTimelineGroup
Valmark Advisers, Inc.12,105$1.27M0.02%+3,78513F-HRTimeline
GWN SECURITIES INC.11,658$1.22M0.28%-29013F-HRTimeline
WEDBUSH SECURITIES INC11,425$1.2M0.04%-2,67513F-HRTimeline
Avior Wealth Management, LLC11,235$1.18M0.04%-34113F-HRTimeline
Redhawk Wealth Advisors, Inc.11,229$1.18M0.14%+82813F-HRTimeline
IFG Advisory, LLC11,168$1.17M0.05%-1,03613F-HRTimeline
CENTAURUS FINANCIAL, INC.11,127$1.17M0.05%-48413F-HRTimeline
Nalls Sherbakoff Group, LLC11,102$1.17M0.79%+6213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC11,040$1.16M<0.01%+90013F-HRTimelineGroup
Tempus Wealth Planning, LLC11,000$1.15M0.26%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,960$1.15M<0.01%+27113F-HRTimelineGroup
Wingate Wealth Advisors, Inc.10,819$1.14M0.79%+1,00913F-HRTimeline
XY Planning Network, Inc.11,287$1.11M0.38%013F-HRTimeline
Pacific Sun Financial Corp10,541$1.11M0.53%+11113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED10,465$1.1M0.08%+1,24213F-HRTimeline
Breakwater Capital Group10,364$1.09M0.16%+22213F-HRTimeline