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Belmont Capital’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Belmont Capital’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 		$510K Hold
5,188
– – 0.08% 71
2025
Q1 		$475K Buy
+5,188
New +$506K 0.09% 71
2024
Q4 		– Sell
-5,188
Closed -$532K – 171
2024
Q3 		$532K Buy
+5,188
New +$514K 0.09% 64

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 $79.5B AUM 27.1% 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

Belmont Capital's XMHQ Position: Q2 2025 in Review

Belmont Capital held its Invesco S&P MidCap Quality ETF (XMHQ) position steady in Q2 2025 at 5,188 shares worth $510K. The position accounts for 0.08% of the portfolio, ranked #71.

Belmont Capital first reported a position in XMHQ in Q3 2024 and has held it in 3 quarters since. The position peaked at $532K in Q3 2024. 393 funds tracked by Wall St. Rank hold XMHQ as of Q2 2025.

  • Belmont Capital held 5,188 shares of Invesco S&P MidCap Quality ETF worth $510K as of Q2 2025.
  • Belmont Capital left its Invesco S&P MidCap Quality ETF share count unchanged in Q2 2025.
  • Invesco S&P MidCap Quality ETF made up 0.08% of Belmont Capital's portfolio in Q2 2025, its #71 holding.
  • Belmont Capital first reported a position in Invesco S&P MidCap Quality ETF in Q3 2024 and has held it in 3 quarters since.
  • Belmont Capital's Invesco S&P MidCap Quality ETF position peaked at $532K in Q3 2024.
  • 393 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2025.

Based on Belmont Capital's 13F filing for Q2 2025, filed 12 Aug 2025.