Aspen Wealth Strategies’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Aspen Wealth Strategies’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	$6.03M	Buy	53,417 +1,374	+3%	+$150K	2.92%	10
2026 Q1	$5.38M	Buy	52,043 +296	+0.6%	+$31.4K	2.87%	10
2025 Q4	$5.3M	Sell	51,747 -4,505	-8%	-$465K	2.9%	10
2025 Q3	$5.9M	Sell	56,252 -1,377	-2%	-$142K	3.28%	8
2025 Q2	$5.66M	Buy	57,629 +1,083	+2%	+$102K	3.41%	8
2025 Q1	$5.18M	Sell	56,546 -29,598	-34%	-$2.88M	3.39%	8
2024 Q4	$8.48M	Buy	86,144 +5,621	+7%	+$582K	5.43%	5
2024 Q3	$8.26M	Buy	80,523 +4,900	+6%	+$485K	5.32%	5
2024 Q2	$7.6M	Buy	75,623 +5,911	+8%	+$620K	5.29%	5
2024 Q1	$7.67M	Sell	69,712 -3,904	-5%	-$382K	5.3%	5
2023 Q4	$6.53M	Buy	+73,616	New	+$6.05M	4.75%	5

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

Aspen Wealth Strategies's XMHQ Position: Q2 2026 in Review

Aspen Wealth Strategies increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 2.6% in Q2 2026, buying an estimated $150K and bringing the position to 53,417 shares worth $6.03M. The position accounts for 2.92% of the portfolio, ranked #10.

Aspen Wealth Strategies first reported a position in XMHQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.48M in Q4 2024. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Aspen Wealth Strategies held 53,417 shares of Invesco S&P MidCap Quality ETF worth $6.03M as of Q2 2026.
Aspen Wealth Strategies bought 1,374 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $150K.
Invesco S&P MidCap Quality ETF made up 2.92% of Aspen Wealth Strategies's portfolio in Q2 2026, its #10 holding.
Aspen Wealth Strategies first reported a position in Invesco S&P MidCap Quality ETF in Q4 2023 and has held it in 11 quarters since.
Aspen Wealth Strategies's Invesco S&P MidCap Quality ETF position peaked at $8.48M in Q4 2024.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Aspen Wealth Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.