Adapt Wealth Advisors’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Adapt Wealth Advisors’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	$349K	Sell	3,095 -1,218	-28%	-$133K	0.11%	67
2026 Q1	$446K	Sell	4,313 -2,195	-34%	-$233K	0.16%	64
2025 Q4	$667K	Sell	6,508 -9,657	-60%	-$996K	0.23%	54
2025 Q3	$1.7M	Buy	+16,165	New	+$1.66M	0.63%	31

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

Adapt Wealth Advisors's XMHQ Position: Q2 2026 in Review

Adapt Wealth Advisors reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 28% in Q2 2026, selling an estimated $133K and leaving 3,095 shares worth $349K. The position accounts for 0.11% of the portfolio, ranked #67.

Adapt Wealth Advisors first reported a position in XMHQ in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.7M in Q3 2025. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Adapt Wealth Advisors held 3,095 shares of Invesco S&P MidCap Quality ETF worth $349K as of Q2 2026.
Adapt Wealth Advisors sold 1,218 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $133K.
Invesco S&P MidCap Quality ETF made up 0.11% of Adapt Wealth Advisors's portfolio in Q2 2026, its #67 holding.
Adapt Wealth Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q3 2025 and has held it in 4 quarters since.
Adapt Wealth Advisors's Invesco S&P MidCap Quality ETF position peaked at $1.7M in Q3 2025.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Adapt Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.