Atticus Wealth Management’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Atticus 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	$7.95M	Buy	70,473 +1,394	+2%	+$152K	1.89%	8
2026 Q1	$7.14M	Sell	69,079 -3,441	-5%	-$365K	1.94%	9
2025 Q4	$7.43M	Sell	72,520 -346	-0.5%	-$35.7K	1.83%	10
2025 Q3	$7.65M	Sell	72,866 -238	-0.3%	-$24.5K	1.93%	10
2025 Q2	$7.18M	Buy	73,104 +7,230	+11%	+$683K	1.94%	10
2025 Q1	$6.03M	Buy	+65,874	New	+$6.42M	1.97%	9

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

Atticus Wealth Management's XMHQ Position: Q2 2026 in Review

Atticus Wealth Management increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 2% in Q2 2026, buying an estimated $152K and bringing the position to 70,473 shares worth $7.95M. The position accounts for 1.89% of the portfolio, ranked #8.

Atticus Wealth Management first reported a position in XMHQ in Q1 2025 and has held it in 6 quarters since. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Atticus Wealth Management held 70,473 shares of Invesco S&P MidCap Quality ETF worth $7.95M as of Q2 2026.
Atticus Wealth Management bought 1,394 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $152K.
Invesco S&P MidCap Quality ETF made up 1.89% of Atticus Wealth Management's portfolio in Q2 2026, its #8 holding.
Atticus Wealth Management first reported a position in Invesco S&P MidCap Quality ETF in Q1 2025 and has held it in 6 quarters since.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.