Brown Financial Advisory’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Brown Financial Advisory’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	–	Sell	-3,798	Closed	-$393K	–	53
2026 Q1	$393K	Hold	3,798	–	–	0.19%	36
2025 Q4	$389K	Sell	3,798 -57	-1%	-$5.88K	0.2%	40
2025 Q3	$405K	Sell	3,855 -374	-9%	-$38.5K	0.21%	39
2025 Q2	$415K	Buy	4,229 +804	+23%	+$75.9K	0.23%	36
2025 Q1	$314K	Buy	+3,425	New	+$334K	0.2%	33

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

Brown Financial Advisory's XMHQ Position: Q2 2026 in Review

Brown Financial Advisory sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q2 2026, closing a stake of 3,798 shares — an estimated $393K sold.

Brown Financial Advisory first reported a position in XMHQ in Q1 2025 and held it in 5 quarters. The position peaked at $415K in Q2 2025. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Brown Financial Advisory reported no remaining Invesco S&P MidCap Quality ETF position as of Q2 2026 after selling out during the quarter.
Brown Financial Advisory sold 3,798 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $393K.
Brown Financial Advisory first reported a position in Invesco S&P MidCap Quality ETF in Q1 2025 and held it in 5 quarters.
Brown Financial Advisory's Invesco S&P MidCap Quality ETF position peaked at $415K in Q2 2025.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Brown Financial Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.