Biltmore Family Office’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Biltmore Family Office’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	$2.91M	Sell	25,773 -1,338	-5%	-$146K	0.38%	50
2026 Q1	$2.8M	Buy	27,111 +13,134	+94%	+$1.39M	0.39%	52
2025 Q4	$1.43M	Sell	13,977 -490	-3%	-$50.5K	0.2%	82
2025 Q3	$1.52M	Hold	14,467	–	–	0.22%	74
2025 Q2	$1.42M	Buy	14,467 +916	+7%	+$86.5K	0.24%	70
2025 Q1	$1.24M	Sell	13,551 -250	-2%	-$24.4K	0.21%	77
2024 Q4	$1.36M	Buy	13,801 +11,756	+575%	+$1.22M	0.23%	70
2024 Q3	$210K	Buy	+2,045	New	+$203K	0.04%	203

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

Biltmore Family Office's XMHQ Position: Q2 2026 in Review

Biltmore Family Office reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 4.9% in Q2 2026, selling an estimated $146K and leaving 25,773 shares worth $2.91M. The position accounts for 0.38% of the portfolio, ranked #50.

Biltmore Family Office first reported a position in XMHQ in Q3 2024 and has held it in 8 quarters since. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Biltmore Family Office held 25,773 shares of Invesco S&P MidCap Quality ETF worth $2.91M as of Q2 2026.
Biltmore Family Office sold 1,338 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $146K.
Invesco S&P MidCap Quality ETF made up 0.38% of Biltmore Family Office's portfolio in Q2 2026, its #50 holding.
Biltmore Family Office first reported a position in Invesco S&P MidCap Quality ETF in Q3 2024 and has held it in 8 quarters since.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.