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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameritas Advisory Services's XMHQ Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q4 2025, closing a stake of 1,291 shares — an estimated $136K sold.

Ameritas Advisory Services first reported a position in XMHQ in Q4 2021 and held it in 15 quarters. The position peaked at $4.38M in Q1 2024. 420 funds tracked by Wall St. Rank hold XMHQ as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Invesco S&P MidCap Quality ETF position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 1,291 Invesco S&P MidCap Quality ETF shares in Q4 2025, an estimated $136K.
  • Ameritas Advisory Services first reported a position in Invesco S&P MidCap Quality ETF in Q4 2021 and held it in 15 quarters.
  • Ameritas Advisory Services's Invesco S&P MidCap Quality ETF position peaked at $4.38M in Q1 2024.
  • 420 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.