Betterment LLC
XMHQ icon

Betterment LLC’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Betterment LLC’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 		$381K Buy
3,372
+223
+7% +$24.3K ﹤0.01% 539
2026
Q1 		$326K Buy
3,149
+38
+1% +$4.03K ﹤0.01% 518
2025
Q4 		$319K Buy
3,111
+403
+15% +$41.6K ﹤0.01% 483
2025
Q3 		$284K Sell
2,708
-47
-2% -$4.84K ﹤0.01% 469
2025
Q2 		$271K Buy
2,755
+385
+16% +$36.3K ﹤0.01% 446
2025
Q1 		$217K Buy
+2,370
New +$231K ﹤0.01% 449

Other funds holding XMHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC's XMHQ Position: Q2 2026 in Review

Betterment LLC increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 7.1% in Q2 2026, buying an estimated $24.3K and bringing the position to 3,372 shares worth $381K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

Betterment LLC first reported a position in XMHQ in Q1 2025 and has held it in 6 quarters since. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

  • Betterment LLC held 3,372 shares of Invesco S&P MidCap Quality ETF worth $381K as of Q2 2026.
  • Betterment LLC bought 223 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $24.3K.
  • Invesco S&P MidCap Quality ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #539 holding.
  • Betterment LLC first reported a position in Invesco S&P MidCap Quality ETF in Q1 2025 and has held it in 6 quarters since.
  • 431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.