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

Avior 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	–	Sell	-10,368	Closed	-$1.07M	–	896
2026 Q1	$1.07M	Sell	10,368 -367	-3%	-$38.9K	0.03%	339
2025 Q4	$1.1M	Sell	10,735 -500	-4%	-$51.6K	0.03%	294
2025 Q3	$1.18M	Sell	11,235 -341	-3%	-$35.1K	0.04%	277
2025 Q2	$1.14M	Sell	11,576 -16,181	-58%	-$1.53M	0.04%	270
2025 Q1	$2.54M	Sell	27,757 -7,073	-20%	-$689K	0.1%	156
2024 Q4	$3.43M	Sell	34,830 -125,484	-78%	-$13M	0.13%	127
2024 Q3	$16.4M	Sell	160,314 -62,881	-28%	-$6.23M	0.65%	36
2024 Q2	$21.7M	Buy	223,195 +88,649	+66%	+$9.29M	0.93%	27
2024 Q1	$14.8M	Buy	134,546 +55,746	+71%	+$5.46M	0.69%	33
2023 Q4	$6.99M	Buy	78,800 +75,196	+2,086%	+$6.18M	0.42%	52
2023 Q3	$290K	Buy	+3,604	New	+$296K	0.02%	451

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

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

Avior Wealth Management sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q2 2026, closing a stake of 10,368 shares — an estimated $1.07M sold.

Avior Wealth Management first reported a position in XMHQ in Q3 2023 and held it in 11 quarters. The position peaked at $21.7M in Q2 2024. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Avior Wealth Management reported no remaining Invesco S&P MidCap Quality ETF position as of Q2 2026 after selling out during the quarter.
Avior Wealth Management sold 10,368 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $1.07M.
Avior Wealth Management first reported a position in Invesco S&P MidCap Quality ETF in Q3 2023 and held it in 11 quarters.
Avior Wealth Management's Invesco S&P MidCap Quality ETF position peaked at $21.7M in Q2 2024.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.