Aptus Capital Advisors’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Aptus Capital 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	$2.57M	Sell	22,747 -10,643	-32%	-$1.16M	0.02%	464
2026 Q1	$3.45M	Buy	33,390 +140	+0.4%	+$14.9K	0.03%	397
2025 Q4	$3.41M	Buy	33,250 +147	+0.4%	+$15.2K	0.02%	373
2025 Q3	$3.47M	Sell	33,103 -510	-2%	-$52.5K	0.03%	361
2025 Q2	$3.3M	Buy	33,613 +10,377	+45%	+$980K	0.03%	352
2025 Q1	$2.13M	Sell	23,236 -790	-3%	-$77K	0.02%	384
2024 Q4	$2.37M	Buy	+24,026	New	+$2.49M	0.02%	372
2024 Q3	–	Sell	-166	Closed	-$16.1K	–	1281
2024 Q2	$16.1K	Sell	166 -22	-12%	-$2.31K	﹤0.01%	996
2024 Q1	$20.7K	Buy	+188	New	+$18.4K	﹤0.01%	965
2023 Q1	–	Sell	-31	Closed	-$2.14K	–	916
2022 Q4	$2.14K	Hold	31	–	–	﹤0.01%	754
2022 Q3	$2K	Buy	+31	New	+$2.1K	﹤0.01%	751

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

Aptus Capital Advisors's XMHQ Position: Q2 2026 in Review

Aptus Capital Advisors reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 32% in Q2 2026, selling an estimated $1.16M and leaving 22,747 shares worth $2.57M. The position accounts for 0.02% of the portfolio, ranked #464.

Aptus Capital Advisors first reported a position in XMHQ in Q3 2022 and has held it in 11 quarters since. The position peaked at $3.47M in Q3 2025. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Aptus Capital Advisors held 22,747 shares of Invesco S&P MidCap Quality ETF worth $2.57M as of Q2 2026.
Aptus Capital Advisors sold 10,643 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $1.16M.
Invesco S&P MidCap Quality ETF made up 0.02% of Aptus Capital Advisors's portfolio in Q2 2026, its #464 holding.
Aptus Capital Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q3 2022 and has held it in 11 quarters since.
Aptus Capital Advisors's Invesco S&P MidCap Quality ETF position peaked at $3.47M in Q3 2025.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

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