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Beacon Capital Management LLC (Tennessee)’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
Q3 		– Sell
-120
Closed -$11.8K – 1039
2025
Q2 		$11.8K Hold
120
– – ﹤0.01% 604
2025
Q1 		$11K Buy
120
+1
+0.8% +$97 ﹤0.01% 608
2024
Q4 		$11.8K Hold
119
– – ﹤0.01% 569
2024
Q3 		$12.2K Hold
119
– – ﹤0.01% 600
2024
Q2 		$11.5K Hold
119
– – ﹤0.01% 548
2024
Q1 		$13.1K Hold
119
– – ﹤0.01% 533
2023
Q4 		$9.58K Hold
119
– – ﹤0.01% 533
2023
Q3 		$9.6K Hold
119
– – ﹤0.01% 580
2023
Q2 		$9.6K Buy
+119
New +$8.9K ﹤0.01% 580

Other funds holding XMHQ

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s XMHQ Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q3 2025, closing a stake of 120 shares — an estimated $11.8K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in XMHQ in Q2 2023 and held it in 9 quarters. The position peaked at $13.1K in Q1 2024. 395 funds tracked by Wall St. Rank hold XMHQ as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Invesco S&P MidCap Quality ETF position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 120 Invesco S&P MidCap Quality ETF shares in Q3 2025, an estimated $11.8K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Invesco S&P MidCap Quality ETF in Q2 2023 and held it in 9 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Invesco S&P MidCap Quality ETF position peaked at $13.1K in Q1 2024.
  • 395 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.