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Disclosery

XMHQ INVESCO EXCHANGE TRADED FD T

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S&P MDCP QUALITY (fund)

420 managers (427 13F filers) reported a position in XMHQ shares at 2026-03-31, 32,530,851 shares in all. 34 filers opened a position and 31 filers sold out during the quarter.

Managers
420
13F filers
427
New
34
Added
159
Reduced
168
Sold out
31
Shares held by filers
32,530,851

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC4,441,331$459M0.12%-180,79913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,416,424$250M0.02%+3,40313F-HRTimelineGroup
Cetera Investment Advisers1,402,483$145M0.15%+95,37213F-HRTimeline
VANTAGEPOINT INVESTMENT ADVISERS LLC1,280,545$132M1.12%-120,00513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,202,202$124M0.08%+34,00213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,171,327$121M0.03%-20,01213F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP976,956$98.3M0.05%+164,47713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC945,078$97.7M0.14%-14,25613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC895,324$92.5M0.03%-70,71213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN717,372$74.2M0.01%+154,23913F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/657,026$67.9M<0.01%+13,56613F-HRTimelineGroup
TruWealth Advisors, LLC491,754$50.8M2.44%+163,75313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding446,732$46.2M-10,864Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.371,874$38.5M0.06%-54,64913F-HRTimelineGroup
STRAIGHTLINE GROUP LLC363,959$37.6M18.71%+9,74013F-HRTimeline
Focus Financial Network, Inc.343,103$35.5M1.27%+13,42913F-HRTimeline
NewEdge Advisors, LLC333,683$34.5M0.12%+22,91813F-HR/ATimeline
EQUITABLE TRUST CO332,378$34.4M1.59%+2,73613F-HRTimeline
Cambridge Investment Research Advisors,…327,742$33.9M0.09%-13,22813F-HRTimeline
UMB Bank, n.a.316,551$32.7M0.46%+7,74213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Crestwood Advisors Group, LLC296,013$30.6M0.51%+10,24713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding287,989$29.8M-37,985Timeline
Capital Planning Advisors, LLC281,267$29.1M4.2%+7,13713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding266,214$27.5M+13,064Timeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp259,763$26.9M0.52%+8,74313F-HRTimelineGroup
HighTower Advisors, LLC246,607$25.5M0.03%-8,63113F-HRTimeline
Private Advisor Group, LLC246,575$25.5M0.12%+16,75313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA241,792$25M<0.01%-6,30313F-HRTimelineGroup
Trilogy Capital Inc.206,884$21.4M0.95%-104,16713F-HRTimeline
Blue Water Asset Management194,843$20.1M6.96%+9,51713F-HRTimeline
LeClair Wealth Partners LLC194,843$20.1M6.96%new13F-HRTimeline
Independent Advisor Alliance189,308$19.6M0.21%+168,38213F-HRTimeline
SAX WEALTH ADVISORS, LLC190,232$19.5M0.94%-1,16613F-HRTimeline
KPP Advisory Services LLC183,355$19M2.75%-5,96013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/180,729$18.7M1.77%-34313F-HRTimeline
UBS Group AGgroup of 2 filers holding179,935$18.6M-803Timeline
Concord Wealth Partnersgroup of 2 filers holding174,658$18.1M+7,684Timeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…169,978$17.6M2.32%+9,18313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP159,025$16.4M0.02%-282,26813F-HRTimelineGroup
Everest Financial Group LLC156,169$16.1M2.66%-5,57413F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…152,543$15.8M0.5%+8,27013F-HRTimeline
Wealthspire Retirement, LLC149,585$15.5M0.93%+7,58313F-HRTimeline
WCG Wealth Advisors LLC144,484$14.9M0.42%+4,75713F-HRTimeline
PCG Wealth Advisors, LLC140,924$14.6M3.68%+82,75813F-HRTimeline
CWM, LLCin group CWM, LLC140,786$14.6M0.04%+7,52513F-HRTimelineGroup
Bleakley Financial Group, LLC137,145$14.2M0.22%+2,50613F-HRTimeline
NBZ Investment Advisors LLC130,929$13.5M5.92%+8,26613F-HRTimeline
Clearview Wealth Management LLC128,691$13.3M9.41%13F-HRTimeline
Madrona Financial Services, LLC127,158$13.1M2.88%+6,71013F-HRTimeline
Traction Financial Partners, LLC125,822$13M8.01%+8,41613F-HRTimeline
Sowell Financial Services LLC123,551$12.8M0.47%+4,50713F-HRTimeline
MML INVESTORS SERVICES, LLC123,041$12.7M0.04%-62,41013F-HRTimeline
Merit Financial Group, LLC112,186$11.6M0.09%+6,38913F-HRTimeline
Corecam Pte. Ltd.108,920$11.3M4.88%-20,55013F-HRTimeline
WESCAP Management Group, Inc.108,879$11.3M2.22%+8,02113F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC108,561$11.2M2.25%+13,28313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.105,709$10.8M0.07%-33,82413F-HRTimelineGroup
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC100,886$10.4M1.76%+5,25313F-HRTimeline
Janney Montgomery Scott LLC100,450$10.4M0.03%+86713F-HRTimeline
Capital Developers, LLC98,340$10.2M9.16%+71613F-HRTimeline
Altus Wealth Group LLC96,877$10M4.1%+8,61013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding95,256$9.85M+10,290Timeline
LIBERTY SQUARE WEALTH PARTNERS LLC92,178$9.53M2.66%+9,66413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC90,270$9.33M0.56%-88313F-HRTimeline
HARBOUR INVESTMENTS, INC.89,482$9.25M0.14%+14,87613F-HRTimeline
Farther Finance Advisors, LLC87,137$9.1M0.09%-52,71613F-HRTimeline
Cornerstone Wealth Management, LLC87,461$9.04M0.45%+5,30113F-HRTimeline
Wealth Enhancement Trust Services, Inc.85,292$8.82M1.07%-5,90613F-HRTimeline
&PARTNERS84,510$8.76M0.04%+35,87513F-HRTimeline
Modern Wealth Management, LLC83,340$8.7M0.15%-3,51813F-HRTimeline
HighPoint Advisor Group LLC78,918$8.16M0.34%-41,31313F-HRTimeline
NewEdge Wealth, LLC76,894$7.95M0.09%-2,67613F-HRTimeline
Prota Financial, LLC76,276$7.88M5.71%+60,80313F-HRTimeline
Mariner, LLCin group Mariner, LLC75,154$7.77M0.01%+46,60813F-HRTimelineGroup
Clark Wealth Partners74,499$7.7M5.17%-5,24513F-HRTimeline
DHJJ Financial Advisors, Ltd.72,173$7.46M2.47%+1,66813F-HRTimeline
XY Planning Network, Inc.71,439$7.46M1.19%+12,95113F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.70,289$7.27M2.5%+3,27613F-HRTimeline
USAdvisors Wealth Management, LLC71,830$7.22M2.4%+91413F-HRTimeline
IHT Wealth Management, LLC69,603$7.19M0.17%-2,38213F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC69,079$7.14M1.94%-3,44113F-HRTimeline
Investors Portfolio Services LLC67,461$6.98M6.47%-10,42113F-HRTimeline
Gotham Asset Management, LLC67,017$6.93M0.02%+17,71013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …64,948$6.71M0.13%+1,87413F-HRTimelineGroup
Berkeley, Inc61,366$6.34M2.13%+3,06313F-HRTimeline
MGO ONE SEVEN LLC60,974$6.3M0.13%-3,73713F-HRTimeline
Financial Management, Inc.59,972$6.2M5.82%+3,69013F-HRTimeline
Burns Matteson Capital Management, LLC59,554$6.16M2.4%-2,50213F-HRTimeline
Lighthouse Wealth Management Inc.59,171$6.12M4.16%-11313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.58,182$6.01M0.07%-7,10413F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC58,105$6.01M0.09%-8,95313F-HRTimelineGroup
American National Bank of Texas57,917$5.99M5.71%+1,54813F-HRTimeline
Principle Wealth Partners LLC57,238$5.92M0.34%-1,79013F-HRTimeline
Spectrum Wealth Advisory Group, LLC56,761$5.87M2.18%-1,41913F-HRTimeline
OLD NATIONAL BANCORP /IN/56,027$5.79M0.1%new13F-HRTimeline
Journey Advisory Group, LLC55,618$5.75M0.49%+6,26213F-HRTimeline
Mascagni Wealth Management, Inc.55,327$5.72M4.07%+4,63513F-HRTimeline
Forge Financial Services LLC54,016$5.58M0.57%-2,66813F-HRTimeline
Perennial Investment Advisors, LLC52,891$5.47M0.44%+2,75113F-HRTimeline
Aspen Wealth Strategies, LLC52,043$5.38M2.89%+29613F-HRTimeline
World Investment Advisors51,702$5.34M0.09%-2,13213F-HRTimeline
PFG Advisors51,254$5.3M0.26%+1,41313F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS50,000$5.17M<0.01%new13F-HRTimelineGroup
Live Oak Investment Partners49,688$5.14M3.03%+2,24113F-HRTimeline
Willow Financial LLC49,076$5.07M5.14%-33,81913F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC48,091$4.97M1.31%-2,74213F-HRTimeline
Corecam AG47,470$4.91M4.41%-15,30513F-HRTimeline
MAI Capital Management47,448$4.9M0.03%+1,17213F-HRTimeline
Onyx Bridge Wealth Group LLC47,101$4.87M0.52%+17,33613F-HRTimeline
Silver Coast Investments LLC46,899$4.85M1.55%+2,29313F-HRTimeline
PSI Advisors, LLC45,416$4.69M1.12%-3,76713F-HRTimeline
CENTRAL TRUST Co45,225$4.67M0.09%-6,29813F-HRTimeline
WealthCare Investment Partners, LLC44,411$4.61M1.28%-5,78013F-HRTimeline
Financial Partners Group, Inc43,990$4.55M0.54%-1,03413F-HRTimeline
Concentrum Wealth Management43,479$4.49M1.33%+1,57613F-HRTimeline
Duncan Williams Asset Management, LLC42,574$4.4M1.22%+2,79613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers40,602$4.2M0.01%+22,39213F-HRTimelineGroup
Mann Financial Group, Inc.39,806$4.11M3.87%+16,53513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…39,570$4.09M0.08%+41913F-HRTimelineGroup
BFSG, LLC38,128$3.94M0.37%+4,26313F-HRTimeline
Equity Wealth Partners, LLC37,124$3.84M2.48%+35013F-HRTimeline
Family Capital Management, Inc.36,365$3.76M1.67%+5,79313F-HRTimeline
DAHRING | CUSMANO LLC36,341$3.76M2.31%-53,42313F-HRTimeline
RFG Advisory, LLC35,489$3.67M0.07%-2,04713F-HRTimeline
Federation des caisses Desjardins du Qu…35,392$3.66M0.01%-46613F-HRTimeline
Sagace Wealth Management LLC35,158$3.63M2.46%-56513F-HRTimeline
PlanVest Financial, Inc34,012$3.52M2.67%13F-HRTimeline
Vista Cima Wealth Management LLC33,804$3.49M3.45%-13,10913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…33,690$3.48M0.06%-40613F-HRTimelineGroup
Aptus Capital Advisors, LLC33,390$3.45M0.03%+14013F-HRTimeline
Melone Private Wealth, LLC33,134$3.43M1.4%+9,11613F-HRTimeline
Mason & Associates Inc33,738$3.39M0.66%+2,93613F-HRTimeline
Sigma Planning Corp32,455$3.35M0.09%-1,55613F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV32,320$3.34M1.55%+60013F-HRTimeline
Venturi Wealth Management, LLC32,018$3.31M0.15%+7113F-HRTimeline
Centerpoint Advisory Group31,784$3.29M2.47%-74013F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …31,716$3.28M0.43%new13F-HRTimeline
Kingsview Wealth Management, LLC30,688$3.17M0.04%-44813F-HRTimeline
Cassady Wealth & Retirement Planning, L…29,425$3.16M1.64%+2,96113F-HRTimeline
New Insight Wealth Advisors28,677$2.96M1.06%-8013F-HRTimeline
J.W. COLE ADVISORS, INC.28,407$2.94M0.1%-31313F-HRTimeline
Waverly Advisors, LLC27,762$2.87M0.02%+9913F-HRTimeline
Biltmore Family Office, LLC27,111$2.8M0.39%+13,13413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…26,885$2.78M<0.01%+16913F-HRTimelineGroup
Sovran Advisors, LLC25,867$2.78M0.22%+5513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC26,750$2.77M<0.01%+24,76213F-HRTimelineGroup
United Asset Strategies, Inc.26,214$2.71M0.22%-93413F-HRTimeline
Trivium Point Advisory, LLC26,081$2.7M0.49%-53,15013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC25,827$2.67M0.06%+2,48813F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.24,759$2.56M0.28%+16,61213F-HRTimeline
Western Wealth Management, LLC24,327$2.51M0.1%-3,42613F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…24,108$2.51M0.01%-13,96613F-HRTimeline
Harbor Asset Planning, Inc.24,212$2.5M2.11%-71413F-HRTimeline
ENZI WEALTH24,168$2.5M0.87%-3,28113F-HRTimeline
Steelhead Wealth Management LLC24,033$2.48M1.26%13F-HRTimeline
Horizon Family Wealth, Inc.23,899$2.47M1.31%+5413F-HRTimeline
Marshall Financial Group, LLC23,637$2.44M0.39%-37613F-HRTimeline
Atlantic Edge Private Wealth Management…23,020$2.38M0.59%+67713F-HRTimeline
Wiser Advisor Group LLC22,965$2.37M2.87%+41813F-HRTimeline
Milestone Investment Advisors LLC22,937$2.37M0.57%-2,64113F-HRTimeline
SkyView Investment Advisors, LLC21,623$2.23M0.3%-13613F-HRTimeline
Brown Miller Wealth Management, LLC21,335$2.21M0.63%+2,21513F-HRTimeline
Firestone Capital Management21,206$2.19M0.46%-4913F-HRTimeline
Advisory Services Network, LLC21,115$2.18M0.03%-85313F-HRTimeline
NLB Skladi, upravljanje premozenja, d.o…21,000$2.17M0.1%013F-HRTimeline
Creative Planningin group Creative Planning20,504$2.12M<0.01%-4,27713F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV20,254$2.09M0.13%+93213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC20,083$2.08M0.05%+7,44313F-HR/ATimeline
KINGSWOOD WEALTH ADVISORS, LLC19,897$2.06M0.1%-2,94313F-HRTimeline
Fortune Financial Group, Inc.19,762$2.04M1.84%+9,82813F-HRTimeline
Family Investment Center, Inc.19,567$2.02M0.39%-123,04713F-HRTimeline
Solutions 4 Wealth, Ltd19,409$2.01M3.02%+8,41213F-HRTimeline
OneDigital Investment Advisors LLC19,205$1.99M0.02%+9913F-HRTimeline
Steward Partners Investment Advisory, L…18,654$1.93M0.01%-1,85413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV17,957$1.86M<0.01%+13,56313F-HRTimeline
BNB Wealth Management, LLC17,167$1.77M1.14%+32513F-HRTimeline
Connecticut Capital Management Group, L…16,919$1.75M1.65%-74013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC16,417$1.7M0.01%-63413F-HRTimelineGroup
PENOBSCOT WEALTH MANAGEMENT16,306$1.69M0.5%-18,42313F-HRTimeline
DORVAL Corp15,923$1.65M0.51%+2,31113F-HRTimeline
Sonoma Allocations LLC15,374$1.6M0.55%-4,60313F-HRTimeline
WPG Advisers, LLC15,452$1.6M1.18%+9313F-HRTimeline
GeoWealth Management, LLC15,377$1.59M0.06%+53813F-HRTimeline
Orion Porfolio Solutions, LLC15,288$1.58M0.01%-97,74913F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC15,103$1.56M0.12%-1,01213F-HRTimeline
Glass Jacobson Investment Advisors llc15,082$1.56M0.54%-1413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,948$1.55M<0.01%new13F-HRTimelineGroup
Westfuller Advisors, LLC14,802$1.53M0.66%-50713F-HRTimeline
ROMAN BUTLER FULLERTON & CO14,109$1.51M0.41%-21113F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC14,483$1.5M0.11%+27313F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO14,044$1.45M0.01%013F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…13,638$1.41M0.05%-51,30713F-HRTimelineGroup
FLOW TRADERS U.S. LLC13,029$1.35M0.04%new13F-HRTimeline
Forum Private Client Group LLC12,884$1.33M0.44%+1,71713F-HRTimeline
Visionary Wealth Advisors12,620$1.3M0.06%-1,58613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP12,574$1.3M<0.01%+1,25413F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC12,572$1.3M0.03%+6,54013F-HRTimeline
Legacy Financial Advisors, Inc.12,162$1.26M0.18%+1,42013F-HRTimeline
Wagner Wealth Management, Corp11,842$1.22M1.1%+3,78913F-HRTimeline
Pacific Sun Financial Corp11,454$1.18M0.57%+50713F-HRTimeline