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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Adamsbrown Wealth Consultants's XMHQ Position: Q2 2026 in Review

Adamsbrown Wealth Consultants reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 2.4% in Q2 2026, selling an estimated $128K and leaving 46,918 shares worth $5.3M. The position accounts for 1% of the portfolio, ranked #20.

Adamsbrown Wealth Consultants first reported a position in XMHQ in Q3 2023 and has held it in 12 quarters since. The position peaked at $22M in Q2 2025. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Adamsbrown Wealth Consultants held 46,918 shares of Invesco S&P MidCap Quality ETF worth $5.3M as of Q2 2026.
Adamsbrown Wealth Consultants sold 1,173 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $128K.
Invesco S&P MidCap Quality ETF made up 1% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #20 holding.
Adamsbrown Wealth Consultants first reported a position in Invesco S&P MidCap Quality ETF in Q3 2023 and has held it in 12 quarters since.
Adamsbrown Wealth Consultants's Invesco S&P MidCap Quality ETF position peaked at $22M in Q2 2025.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.