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 Q2	$323K	Sell	2,863 -124	-4%	-$13.5K	﹤0.01%	1451
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 $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

AE Wealth Management's XMHQ Position: Q2 2026 in Review

AE Wealth Management reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 4.2% in Q2 2026, selling an estimated $13.5K and leaving 2,863 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #1451.

AE Wealth Management first reported a position in XMHQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.05M in Q4 2023. 432 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

AE Wealth Management held 2,863 shares of Invesco S&P MidCap Quality ETF worth $323K as of Q2 2026.
AE Wealth Management sold 124 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $13.5K.
Invesco S&P MidCap Quality ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1451 holding.
AE Wealth Management first reported a position in Invesco S&P MidCap Quality ETF in Q4 2023 and has held it in 11 quarters since.
AE Wealth Management's Invesco S&P MidCap Quality ETF position peaked at $2.05M in Q4 2023.
432 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.