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Cassady Wealth & Retirement Planning’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Cassady Wealth & Retirement Planning’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 		$3.42M Buy
30,315
+890
+3% +$96.9K 1.59% 24
2026
Q1 		$3.16M Buy
29,425
+2,961
+11% +$314K 1.64% 23
2025
Q4 		$2.71M Buy
+26,464
New +$2.73M 1.77% 19

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

Cassady Wealth & Retirement Planning's XMHQ Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 3% in Q2 2026, buying an estimated $96.9K and bringing the position to 30,315 shares worth $3.42M. The position accounts for 1.59% of the portfolio, ranked #24.

Cassady Wealth & Retirement Planning first reported a position in XMHQ in Q4 2025 and has held it in 3 quarters since. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

  • Cassady Wealth & Retirement Planning held 30,315 shares of Invesco S&P MidCap Quality ETF worth $3.42M as of Q2 2026.
  • Cassady Wealth & Retirement Planning bought 890 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $96.9K.
  • Invesco S&P MidCap Quality ETF made up 1.59% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #24 holding.
  • Cassady Wealth & Retirement Planning first reported a position in Invesco S&P MidCap Quality ETF in Q4 2025 and has held it in 3 quarters since.
  • 431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.