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 Q2	$796K	Sell	7,053 -224	-3%	-$24.4K	0.01%	899
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 $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

Arkadios Wealth Advisors's XMHQ Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 3.1% in Q2 2026, selling an estimated $24.4K and leaving 7,053 shares worth $796K. The position accounts for 0.01% of the portfolio, ranked #899.

Arkadios Wealth Advisors first reported a position in XMHQ in Q4 2022 and has held it in 15 quarters since. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Arkadios Wealth Advisors held 7,053 shares of Invesco S&P MidCap Quality ETF worth $796K as of Q2 2026.
Arkadios Wealth Advisors sold 224 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $24.4K.
Invesco S&P MidCap Quality ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #899 holding.
Arkadios Wealth Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q4 2022 and has held it in 15 quarters since.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.