Carolina Wealth Management’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Carolina Wealth Management’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	$4.97M	Buy	+44,071	New	+$4.8M	2.29%	7

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

Carolina Wealth Management's XMHQ Position: Q2 2026 in Review

Carolina Wealth Management opened a new position in Invesco S&P MidCap Quality ETF (XMHQ) in Q2 2026: 44,071 shares worth $4.97M. The stake represents 2.29% of the portfolio and ranks #7 among its holdings.

431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Carolina Wealth Management held 44,071 shares of Invesco S&P MidCap Quality ETF worth $4.97M as of Q2 2026.
Invesco S&P MidCap Quality ETF was a new Carolina Wealth Management position in Q2 2026.
Invesco S&P MidCap Quality ETF made up 2.29% of Carolina Wealth Management's portfolio in Q2 2026, its #7 holding.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Carolina Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.