XMHQ β€” INVESCO EXCHANGE TRADED FD T

Ownership history in HM PAYSON & CO  Β·  4 quarters on record

AI Ownership Summary

HM PAYSON & CO reported INVESCO EXCHANGE TRADED FD T (XMHQ) in 4 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.02% in 2024 Q3. The latest visible filing shows XMHQ at 0.01% 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 HM PAYSON & CO'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
2025 Q3

XMHQ was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 to 2025 Q3

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 HM PAYSON & CO held XMHQ β€” position size vs. price
% of Fund (quarterly)    XMHQ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 9,900 β€” 0% 0.01% $1.0M 2025-10-17 $103.43
2025 Q1 UNCHANGED 9,900 β€” 0% 0.02% $906K 2025-04-29 $91.96
2024 Q4 UNCHANGED 9,900 β€” 0% 0.02% $975K 2025-02-07 $100.00
2024 Q3 INITIATED 9,900 β€” β€” 0.02% $1.0M 2024-10-28 $99.79

🏒 Other funds also holding XMHQ

As of 2026 Q1 β€” sorted by position size

Cassady Wealth & Retirement Planning, LLC 1.77% Noble Wealth Management PBC 0.0%

FAQ About HM PAYSON & CO and XMHQ

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

How long has HM PAYSON & CO reported owning XMHQ?

HM PAYSON & CO reported XMHQ across 4 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported XMHQ position in HM PAYSON & CO's portfolio?

The largest reported portfolio weight for XMHQ was 0.02% in 2024 Q3.

What is the latest reported XMHQ position on this page?

The most recent filing on this page is 2025 Q3, when HM PAYSON & CO reported 9,900 shares, equal to 0.01% of portfolio, with an estimated market value of $1.0M.

What does the chart on this XMHQ ownership page compare?

The chart compares HM PAYSON & CO'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.

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