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

Arkadios 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
2026 Q1	$752K	Sell	7,277 -54	-0.7%	-$5.73K	0.01%	919
2025 Q4	$751K	Buy	7,331 +130	+2%	+$13.4K	0.01%	831
2025 Q3	$756K	Sell	7,201 -617	-8%	-$63.5K	0.02%	760
2025 Q2	$768K	Buy	7,818 +16	+0.2%	+$1.51K	0.02%	684
2025 Q1	$714K	Buy	7,802 +247	+3%	+$24.1K	0.03%	573
2024 Q4	$744K	Buy	7,555 +1,994	+36%	+$206K	0.04%	406
2024 Q3	$570K	Buy	5,561 +7	+0.1%	+$693	0.03%	499
2024 Q2	$539K	Sell	5,554 -593	-10%	-$62.2K	0.04%	450
2024 Q1	$677K	Buy	6,147 +295	+5%	+$28.9K	0.05%	318
2023 Q4	$519K	Buy	5,852 +1,013	+21%	+$83.2K	0.04%	362
2023 Q3	$390K	Buy	4,839 +851	+21%	+$69.9K	0.04%	406
2023 Q2	$322K	Buy	3,988 +6	+0.2%	+$449	0.04%	427
2023 Q1	$292K	Buy	3,982 +12	+0.3%	+$877	0.03%	442
2022 Q4	$274K	Buy	+3,970	New	+$277K	0.04%	432

Other funds holding XMHQ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Arkadios Wealth Advisors's XMHQ Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 0.74% in Q1 2026, selling an estimated $5.73K and leaving 7,277 shares worth $752K. The position accounts for 0.01% of the portfolio, ranked #919.

Arkadios Wealth Advisors first reported a position in XMHQ in Q4 2022 and has held it in 14 quarters since. The position peaked at $768K in Q2 2025. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

Arkadios Wealth Advisors held 7,277 shares of Invesco S&P MidCap Quality ETF worth $752K as of Q1 2026.
Arkadios Wealth Advisors sold 54 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $5.73K.
Invesco S&P MidCap Quality ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #919 holding.
Arkadios Wealth Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q4 2022 and has held it in 14 quarters since.
Arkadios Wealth Advisors's Invesco S&P MidCap Quality ETF position peaked at $768K in Q2 2025.
423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.