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

Axxcess 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
2025 Q4	–	Sell	-2,789	Closed	-$293K	–	1105
2025 Q3	$293K	Sell	2,789 -1,101	-28%	-$113K	0.01%	763
2025 Q2	$382K	Sell	3,890 -578	-13%	-$54.6K	0.01%	657
2025 Q1	$409K	Sell	4,468 -17,369	-80%	-$1.69M	0.01%	596
2024 Q4	$2.15M	Buy	21,837 +1,945	+10%	+$201K	0.05%	257
2024 Q3	$2.04M	Buy	19,892 +739	+4%	+$73.2K	0.05%	261
2024 Q2	$1.86M	Buy	+19,153	New	+$2.01M	0.05%	265

Other funds holding XMHQ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Axxcess Wealth Management's XMHQ Position: Q4 2025 in Review

Axxcess Wealth Management sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q4 2025, closing a stake of 2,789 shares — an estimated $293K sold.

Axxcess Wealth Management first reported a position in XMHQ in Q2 2024 and held it in 6 quarters. The position peaked at $2.15M in Q4 2024. 420 funds tracked by Wall St. Rank hold XMHQ as of Q4 2025.

Axxcess Wealth Management reported no remaining Invesco S&P MidCap Quality ETF position as of Q4 2025 after selling out during the quarter.
Axxcess Wealth Management sold 2,789 Invesco S&P MidCap Quality ETF shares in Q4 2025, an estimated $293K.
Axxcess Wealth Management first reported a position in Invesco S&P MidCap Quality ETF in Q2 2024 and held it in 6 quarters.
Axxcess Wealth Management's Invesco S&P MidCap Quality ETF position peaked at $2.15M in Q4 2024.
420 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q4 2025.

Based on Axxcess Wealth Management's 13F filing for Q4 2025, filed 6 Feb 2026.