Atlantic Edge Private Wealth Management’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Atlantic Edge Private Wealth Management’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	$2.56M	Sell	22,636 -384	-2%	-$41.8K	0.52%	44
2026 Q1	$2.38M	Buy	23,020 +677	+3%	+$71.8K	0.58%	42
2025 Q4	$2.29M	Sell	22,343 -6,671	-23%	-$688K	0.57%	45
2025 Q3	$3.05M	Sell	29,014 -1,077	-4%	-$111K	0.78%	34
2025 Q2	$2.96M	Sell	30,091 -15,255	-34%	-$1.44M	0.81%	34
2025 Q1	$4.15M	Sell	45,346 -3,564	-7%	-$347K	1.27%	20
2024 Q4	$4.82M	Buy	48,910 +48,280	+7,663%	+$5M	1.49%	15
2024 Q3	$64.6K	Buy	+630	New	+$62.4K	0.02%	183

Other funds holding XMHQ

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

TCOT

Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return

KAS

KPP Advisory Services Louisville, Kentucky $791M AUM 28.5% 1-Year Est. Return

HAIM

Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Atlantic Edge Private Wealth Management's XMHQ Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 1.7% in Q2 2026, selling an estimated $41.8K and leaving 22,636 shares worth $2.56M. The position accounts for 0.52% of the portfolio, ranked #44.

Atlantic Edge Private Wealth Management first reported a position in XMHQ in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.82M in Q4 2024. 169 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Atlantic Edge Private Wealth Management held 22,636 shares of Invesco S&P MidCap Quality ETF worth $2.56M as of Q2 2026.
Atlantic Edge Private Wealth Management sold 384 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $41.8K.
Invesco S&P MidCap Quality ETF made up 0.52% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #44 holding.
Atlantic Edge Private Wealth Management first reported a position in Invesco S&P MidCap Quality ETF in Q3 2024 and has held it in 8 quarters since.
Atlantic Edge Private Wealth Management's Invesco S&P MidCap Quality ETF position peaked at $4.82M in Q4 2024.
169 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.