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Atria Wealth Solutions’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Atria Wealth Solutions’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
Q2 		$8.15M Sell
82,783
-68,802
-45% -$6.5M 0.18% 127
2025
Q1 		$13.9M Sell
151,585
-7,291
-5% -$711K 0.17% 133
2024
Q4 		$15.6M Buy
158,876
+26,863
+20% +$2.78M 0.17% 122
2024
Q3 		$13.5M Buy
132,013
+10,474
+9% +$1.04M 0.15% 146
2024
Q2 		$11.8M Buy
121,539
+6,232
+5% +$653K 0.13% 165
2024
Q1 		$12.7M Buy
115,307
+44,952
+64% +$4.4M 0.14% 152
2023
Q4 		$6.24M Buy
70,355
+18,520
+36% +$1.52M 0.08% 252
2023
Q3 		$4.17M Buy
51,835
+11,319
+28% +$930K 0.06% 336
2023
Q2 		$3.27M Buy
40,516
+29,475
+267% +$2.2M 0.04% 410
2023
Q1 		$810K Sell
11,041
-1,152
-9% -$84.2K 0.01% 892
2022
Q4 		$842K Sell
12,193
-24,965
-67% -$1.74M 0.01% 833
2022
Q3 		$2.31M Sell
37,158
-1,215
-3% -$82.3K 0.04% 422
2022
Q2 		$2.44M Sell
38,373
-52,819
-58% -$3.67M 0.05% 383
2022
Q1 		$6.89M Buy
+91,192
New +$6.96M 0.11% 188

Other funds holding XMHQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Atria Wealth Solutions's XMHQ Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 45% in Q2 2025, selling an estimated $6.5M and leaving 82,783 shares worth $8.15M. The position accounts for 0.18% of the portfolio, ranked #127.

Atria Wealth Solutions first reported a position in XMHQ in Q1 2022 and has held it in 14 quarters since. The position peaked at $15.6M in Q4 2024. 393 funds tracked by Wall St. Rank hold XMHQ as of Q2 2025.

  • Atria Wealth Solutions held 82,783 shares of Invesco S&P MidCap Quality ETF worth $8.15M as of Q2 2025.
  • Atria Wealth Solutions sold 68,802 Invesco S&P MidCap Quality ETF shares in Q2 2025, an estimated $6.5M.
  • Invesco S&P MidCap Quality ETF made up 0.18% of Atria Wealth Solutions's portfolio in Q2 2025, its #127 holding.
  • Atria Wealth Solutions first reported a position in Invesco S&P MidCap Quality ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Invesco S&P MidCap Quality ETF position peaked at $15.6M in Q4 2024.
  • 393 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.