AAS
XMHQ icon

Avantax Advisory Services’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Avantax Advisory Services’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 		$31.1M Buy
316,369
+20,756
+7% +$1.96M 0.17% 91
2025
Q1 		$27.1M Sell
295,613
-11,440
-4% -$1.11M 0.16% 97
2024
Q4 		$30.2M Buy
307,053
+21,831
+8% +$2.26M 0.19% 81
2024
Q3 		$29.3M Buy
285,222
+41,399
+17% +$4.1M 0.19% 83
2024
Q2 		$23.7M Buy
243,823
+30,465
+14% +$3.19M 0.17% 92
2024
Q1 		$23.5M Buy
213,358
+81,122
+61% +$7.94M 0.21% 74
2023
Q4 		$11.7M Buy
132,236
+39,415
+42% +$3.24M 0.12% 139
2023
Q3 		$7.48M Buy
92,821
+22,768
+33% +$1.87M 0.08% 189
2023
Q2 		$5.65M Buy
70,053
+35,295
+102% +$2.64M 0.06% 228
2023
Q1 		$2.55M Buy
34,758
+3,106
+10% +$227K 0.03% 368
2022
Q4 		$2.19M Buy
31,652
+807
+3% +$56.2K 0.03% 392
2022
Q3 		$1.92M Sell
30,845
-1,135
-4% -$76.9K 0.03% 385
2022
Q2 		$2.03M Buy
31,980
+3,028
+10% +$210K 0.03% 377
2022
Q1 		$2.19M Buy
28,952
+5,293
+22% +$404K 0.03% 355
2021
Q4 		$1.9M Buy
23,659
+2,775
+13% +$221K 0.03% 376
2021
Q3 		$1.59M Buy
20,884
+1,584
+8% +$123K 0.03% 386
2021
Q2 		$1.49M Buy
19,300
+1,593
+9% +$124K 0.03% 391
2021
Q1 		$1.35M Buy
17,707
+1,199
+7% +$87.5K 0.03% 377
2020
Q4 		$1.11M Buy
16,508
+1,394
+9% +$86.2K 0.03% 377
2020
Q3 		$830K Buy
+15,114
New +$834K 0.01% 593

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

Avantax Advisory Services's XMHQ Position: Q2 2025 in Review

Avantax Advisory Services increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 7% in Q2 2025, buying an estimated $1.96M and bringing the position to 316,369 shares worth $31.1M. The position accounts for 0.17% of the portfolio, ranked #91.

Avantax Advisory Services first reported a position in XMHQ in Q3 2020 and has held it in 20 quarters since. 393 funds tracked by Wall St. Rank hold XMHQ as of Q2 2025.

  • Avantax Advisory Services held 316,369 shares of Invesco S&P MidCap Quality ETF worth $31.1M as of Q2 2025.
  • Avantax Advisory Services bought 20,756 Invesco S&P MidCap Quality ETF shares in Q2 2025, an estimated $1.96M.
  • Invesco S&P MidCap Quality ETF made up 0.17% of Avantax Advisory Services's portfolio in Q2 2025, its #91 holding.
  • Avantax Advisory Services first reported a position in Invesco S&P MidCap Quality ETF in Q3 2020 and has held it in 20 quarters since.
  • 393 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.