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Cary Street Partners’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Cary Street Partners’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 		$567K Hold
5,027
– – 0.01% 625
2026
Q1 		$520K Hold
5,027
– – 0.01% 580
2025
Q4 		$515K Buy
5,027
+328
+7% +$33.8K 0.01% 594
2025
Q3 		$493K Buy
4,699
+260
+6% +$26.8K 0.01% 566
2025
Q2 		$436K Buy
4,439
+319
+8% +$30.1K 0.01% 588
2025
Q1 		$377K Buy
4,120
+125
+3% +$12.2K 0.01% 597
2024
Q4 		$393K Buy
+3,995
New +$414K 0.01% 553

Other funds holding XMHQ

FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
TCOT
Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
CWM
Clearview Wealth Management Irvine, California $156M AUM
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWG
Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return
CPL
Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return

Cary Street Partners's XMHQ Position: Q2 2026 in Review

Cary Street Partners held its Invesco S&P MidCap Quality ETF (XMHQ) position steady in Q2 2026 at 5,027 shares worth $567K. The position accounts for 0.01% of the portfolio, ranked #625.

Cary Street Partners first reported a position in XMHQ in Q4 2024 and has held it in 7 quarters since. 72 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

  • Cary Street Partners held 5,027 shares of Invesco S&P MidCap Quality ETF worth $567K as of Q2 2026.
  • Cary Street Partners left its Invesco S&P MidCap Quality ETF share count unchanged in Q2 2026.
  • Invesco S&P MidCap Quality ETF made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #625 holding.
  • Cary Street Partners first reported a position in Invesco S&P MidCap Quality ETF in Q4 2024 and has held it in 7 quarters since.
  • 72 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.