Axis Wealth Partners’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Axis Wealth Partners’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	$242K	Sell	2,147 -960	-31%	-$105K	0.12%	159
2026 Q1	$321K	Sell	3,107 -789	-20%	-$83.7K	0.17%	133
2025 Q4	$399K	Sell	3,896 -184	-5%	-$19K	0.22%	119
2025 Q3	$428K	Buy	4,080 +500	+14%	+$51.5K	0.25%	106
2025 Q2	$352K	Buy	3,580 +474	+15%	+$44.8K	0.23%	108
2025 Q1	$284K	Buy	+3,106	New	+$303K	0.21%	116

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

Axis Wealth Partners's XMHQ Position: Q2 2026 in Review

Axis Wealth Partners reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 31% in Q2 2026, selling an estimated $105K and leaving 2,147 shares worth $242K. The position accounts for 0.12% of the portfolio, ranked #159.

Axis Wealth Partners first reported a position in XMHQ in Q1 2025 and has held it in 6 quarters since. The position peaked at $428K in Q3 2025. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Axis Wealth Partners held 2,147 shares of Invesco S&P MidCap Quality ETF worth $242K as of Q2 2026.
Axis Wealth Partners sold 960 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $105K.
Invesco S&P MidCap Quality ETF made up 0.12% of Axis Wealth Partners's portfolio in Q2 2026, its #159 holding.
Axis Wealth Partners first reported a position in Invesco S&P MidCap Quality ETF in Q1 2025 and has held it in 6 quarters since.
Axis Wealth Partners's Invesco S&P MidCap Quality ETF position peaked at $428K in Q3 2025.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.