Atomi Financial Group’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Atomi Financial Group’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 Q3	–	Sell	-3,253	Closed	-$320K	–	1248
2025 Q2	$320K	Sell	3,253 -113	-3%	-$10.7K	0.01%	785
2025 Q1	$308K	Buy	3,366 +284	+9%	+$27.7K	0.01%	759
2024 Q4	$303K	Buy	3,082 +1,016	+49%	+$105K	0.02%	709
2024 Q3	$212K	Buy	+2,066	New	+$205K	0.01%	833
2024 Q2	–	Sell	-2,648	Closed	-$291K	–	845
2024 Q1	$291K	Buy	+2,648	New	+$259K	0.03%	551

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

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Atomi Financial Group's XMHQ Position: Q3 2025 in Review

Atomi Financial Group sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q3 2025, closing a stake of 3,253 shares — an estimated $320K sold.

Atomi Financial Group first reported a position in XMHQ in Q1 2024 and held it in 5 quarters. The position peaked at $320K in Q2 2025. 395 funds tracked by Wall St. Rank hold XMHQ as of Q3 2025.

Atomi Financial Group reported no remaining Invesco S&P MidCap Quality ETF position as of Q3 2025 after selling out during the quarter.
Atomi Financial Group sold 3,253 Invesco S&P MidCap Quality ETF shares in Q3 2025, an estimated $320K.
Atomi Financial Group first reported a position in Invesco S&P MidCap Quality ETF in Q1 2024 and held it in 5 quarters.
Atomi Financial Group's Invesco S&P MidCap Quality ETF position peaked at $320K in Q2 2025.
395 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q3 2025.

Based on Atomi Financial Group's 13F filing for Q3 2025, filed 10 Nov 2025.