Ameritas Advisory Services’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Ameritas Advisory Services’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	$1.17M	Buy	+10,346	New	+$1.13M	0.02%	512
2025 Q4	–	Sell	-1,291	Closed	-$136K	–	2133
2025 Q3	$136K	Sell	1,291 -36,303	-97%	-$3.74M	0.01%	737
2025 Q2	$3.69M	Sell	37,594 -7,070	-16%	-$667K	0.19%	115
2025 Q1	$4.11M	Buy	44,664 +1,871	+4%	+$182K	0.17%	138
2024 Q4	$4.21M	Buy	42,793 +1,731	+4%	+$179K	0.15%	138
2024 Q3	$4.21M	Buy	41,062 +1,842	+5%	+$182K	0.18%	125
2024 Q2	$3.81M	Sell	39,220 -736	-2%	-$77.2K	0.14%	148
2024 Q1	$4.38M	Buy	39,956 +8,498	+27%	+$832K	0.18%	112
2023 Q4	$2.8M	Sell	31,458 -454	-1%	-$37.3K	0.15%	132
2023 Q3	$2.57M	Buy	+31,912	New	+$2.62M	0.13%	170
2023 Q2	–	Sell	-28,531	Closed	-$2.12M	–	2555
2023 Q1	$2.12M	Buy	28,531 +9,426	+49%	+$689K	0.11%	181
2022 Q4	$1.32M	Buy	19,105 +2,674	+16%	+$186K	0.06%	285
2022 Q3	$1.02M	Buy	16,431 +2,608	+19%	+$177K	0.06%	275
2022 Q2	$879K	Buy	13,823 +986	+8%	+$68.5K	0.05%	312
2022 Q1	$970K	Sell	12,837 -6	-0%	-$458	0.04%	343
2021 Q4	$1.03M	Buy	+12,843	New	+$1.02M	0.04%	328

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

Ameritas Advisory Services's XMHQ Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in Invesco S&P MidCap Quality ETF (XMHQ) in Q2 2026: 10,346 shares worth $1.17M. The stake represents 0.02% of the portfolio and ranks #512 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in XMHQ as recently as Q3 2025.

Ameritas Advisory Services first reported a position in XMHQ in Q4 2021 and has held it in 16 quarters since. The position peaked at $4.38M in Q1 2024. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Ameritas Advisory Services held 10,346 shares of Invesco S&P MidCap Quality ETF worth $1.17M as of Q2 2026.
Invesco S&P MidCap Quality ETF was a new Ameritas Advisory Services position in Q2 2026.
Invesco S&P MidCap Quality ETF made up 0.02% of Ameritas Advisory Services's portfolio in Q2 2026, its #512 holding.
Ameritas Advisory Services first reported a position in Invesco S&P MidCap Quality ETF in Q4 2021 and has held it in 16 quarters since.
Ameritas Advisory Services's Invesco S&P MidCap Quality ETF position peaked at $4.38M in Q1 2024.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.