AWC
XMHQ icon

Adamsbrown Wealth Consultants’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Adamsbrown Wealth Consultants’s Portfolio XMHQ Stock Details XMHQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.3M Sell
46,918
-1,173
-2% -$128K 1% 20
2026
Q1 		$4.97M Sell
48,091
-2,742
-5% -$291K 1.31% 17
2025
Q4 		$5.21M Sell
50,833
-5,981
-11% -$617K 1.45% 16
2025
Q3 		$5.96M Sell
56,814
-167,275
-75% -$17.2M 1.64% 16
2025
Q2 		$22M Buy
224,089
+24,356
+12% +$2.3M 6.38% 5
2025
Q1 		$18.3M Buy
199,733
+42,558
+27% +$4.15M 5.74% 5
2024
Q4 		$15.5M Buy
157,175
+8,386
+6% +$868K 5.27% 7
2024
Q3 		$15.3M Buy
148,789
+5,981
+4% +$592K 5.3% 8
2024
Q2 		$13.9M Buy
142,808
+6,343
+5% +$665K 5.39% 8
2024
Q1 		$15M Buy
136,465
+6,170
+5% +$604K 6.08% 7
2023
Q4 		$11.6M Buy
130,295
+25,680
+25% +$2.11M 5.03% 7
2023
Q3 		$8.43M Buy
+104,615
New +$8.6M 4.15% 9

Other funds holding XMHQ

FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
PF
Prota Financial Houston, Texas $152M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return