AE Wealth Management’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

AE Wealth Management’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 Q1	$309K	Sell	2,987 -11	-0.4%	-$1.17K	﹤0.01%	1359
2025 Q4	$307K	Sell	2,998 -221	-7%	-$22.8K	﹤0.01%	1298
2025 Q3	$338K	Sell	3,219 -202	-6%	-$20.8K	﹤0.01%	1134
2025 Q2	$336K	Sell	3,421 -1,551	-31%	-$146K	﹤0.01%	1067
2025 Q1	$455K	Sell	4,972 -720	-13%	-$70.2K	﹤0.01%	949
2024 Q4	$560K	Sell	5,692 -408	-7%	-$42.2K	﹤0.01%	872
2024 Q3	$626K	Sell	6,100 -1,039	-15%	-$103K	0.01%	823
2024 Q2	$693K	Buy	7,139 +3,858	+118%	+$404K	0.01%	795
2024 Q1	$361K	Sell	3,281 -19,229	-85%	-$1.88M	﹤0.01%	903
2023 Q4	$2.05M	Buy	+22,510	New	+$1.85M	0.01%	895

Other funds holding XMHQ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AE Wealth Management's XMHQ Position: Q1 2026 in Review

AE Wealth Management reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 0.37% in Q1 2026, selling an estimated $1.17K and leaving 2,987 shares worth $309K. The position accounts for ﹤0.01% of the portfolio, ranked #1359.

AE Wealth Management first reported a position in XMHQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.05M in Q4 2023. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

AE Wealth Management held 2,987 shares of Invesco S&P MidCap Quality ETF worth $309K as of Q1 2026.
AE Wealth Management sold 11 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $1.17K.
Invesco S&P MidCap Quality ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1359 holding.
AE Wealth Management first reported a position in Invesco S&P MidCap Quality ETF in Q4 2023 and has held it in 10 quarters since.
AE Wealth Management's Invesco S&P MidCap Quality ETF position peaked at $2.05M in Q4 2023.
423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.