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Arete Wealth Advisors’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Arete Wealth 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
2025
Q4 		– Sell
-2,334
Closed -$245K – 830
2025
Q3 		$245K Sell
2,334
-1,290
-36% -$133K 0.02% 669
2025
Q2 		$356K Sell
3,624
-1,315
-27% -$124K 0.03% 510
2025
Q1 		$452K Sell
4,939
-4,145
-46% -$404K 0.03% 420
2024
Q4 		$896K Sell
9,084
-1,586
-15% -$164K 0.06% 275
2024
Q3 		$1.09M Sell
10,670
-9,211
-46% -$912K 0.09% 215
2024
Q2 		$1.92M Buy
19,881
+1,539
+8% +$161K 0.16% 129
2024
Q1 		$2.02M Buy
18,342
+12,125
+195% +$1.19M 0.19% 130
2023
Q4 		$552K Buy
+6,217
New +$511K 0.04% 377
2023
Q3 		– Sell
-5,482
Closed -$442K – 747
2023
Q2 		$442K Sell
5,482
-77
-1% -$5.76K 0.04% 389
2023
Q1 		$408K Buy
5,559
+398
+8% +$29.1K 0.03% 395
2022
Q4 		$356M Sell
5,161
-135
-3% -$9.41K 0.03% 412
2022
Q3 		$330K Buy
5,296
+106
+2% +$7.18K 0.03% 383
2022
Q2 		$330K Buy
5,190
+1,470
+40% +$102K 0.03% 314
2022
Q1 		$281K Buy
3,720
+1,131
+44% +$86.3K 0.02% 397
2021
Q4 		$208K Buy
+2,589
New +$207K 0.02% 471

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

Arete Wealth Advisors's XMHQ Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q4 2025, closing a stake of 2,334 shares — an estimated $245K sold.

Arete Wealth Advisors first reported a position in XMHQ in Q4 2021 and held it in 15 quarters. The position peaked at $356M in Q4 2022. 420 funds tracked by Wall St. Rank hold XMHQ as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Invesco S&P MidCap Quality ETF position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 2,334 Invesco S&P MidCap Quality ETF shares in Q4 2025, an estimated $245K.
  • Arete Wealth Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q4 2021 and held it in 15 quarters.
  • Arete Wealth Advisors's Invesco S&P MidCap Quality ETF position peaked at $356M in Q4 2022.
  • 420 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.