Focus Financial Network, Inc. XMHQ INVESCO EXCHANGE TRADED FD T

Ownership history in Focus Financial Network, Inc.  ·  8 quarters on record

AI Ownership Summary

Focus Financial Network, Inc. reported INVESCO EXCHANGE TRADED FD T (XMHQ) in 8 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 1.27% in 2026 Q1. The latest visible filing shows XMHQ at 1.27% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this XMHQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Focus Financial Network, Inc.'s position in INVESCO EXCHANGE TRADED FD T, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

XMHQ was reported at 1.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.27% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Focus Financial Network, Inc. held XMHQ — position size vs. price
% of Fund (quarterly)    XMHQ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 343,103 +13,429 +4.1% 1.27% $35.5M 2026-04-14 $107.70
2025 Q4 ADDED 329,674 +10,610 +3.3% 1.18% $33.8M 2026-01-12 $107.25
2025 Q3 ADDED 319,064 +7,581 +2.4% 1.19% $33.5M 2025-10-10 $101.96
2025 Q2 ADDED 311,483 +8,991 +3.0% 1.21% $30.6M 2025-07-10 $100.15
2025 Q1 ADDED 302,492 +20,677 +7.3% 1.13% $27.7M 2025-04-15 $88.37
2024 Q4 ADDED 281,815 +14,892 +5.6% 1.10% $27.8M 2025-01-29 $100.30
2024 Q3 ADDED 266,923 +23,972 +9.9% 1.12% $27.4M 2024-10-28 $99.79
2024 Q1 INITIATED 242,951 1.21% $24.9M 2024-04-24 $98.94

FAQ About Focus Financial Network, Inc. and XMHQ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Focus Financial Network, Inc. reported owning XMHQ?

Focus Financial Network, Inc. reported XMHQ across 8 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported XMHQ position in Focus Financial Network, Inc.'s portfolio?

The largest reported portfolio weight for XMHQ was 1.27% in 2026 Q1.

What is the latest reported XMHQ position on this page?

The most recent filing on this page is 2026 Q1, when Focus Financial Network, Inc. reported 343,103 shares, equal to 1.27% of portfolio, with an estimated market value of $35.5M.

What does the chart on this XMHQ ownership page compare?

The chart compares Focus Financial Network, Inc.'s quarterly XMHQ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Focus Financial Network, Inc. time their XMHQ position?

Based on 13F filing dates vs. subsequent XMHQ price moves, Focus Financial Network, Inc. correctly timed 6 out of 7 reported position changes (86%). The annualised alpha on XMHQ relative to SPY over the holding period was -14.5%.

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