Cathy Pareto & Associates’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Cathy Pareto & Associates’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	-2,187	Closed	-$226K	–	105
2026 Q1	$226K	Sell	2,187 -1,270	-37%	-$135K	0.15%	93
2025 Q4	$354K	Sell	3,457 -886	-20%	-$91.4K	0.25%	68
2025 Q3	$456K	Sell	4,343 -846	-16%	-$87.1K	0.34%	55
2025 Q2	$510K	Sell	5,189 -967	-16%	-$91.3K	0.42%	46
2025 Q1	$563K	Sell	6,156 -3,364	-35%	-$328K	0.5%	44
2024 Q4	$937K	Buy	+9,520	New	+$986K	0.86%	28

Other funds holding XMHQ

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

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

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

CWM

Clearview Wealth Management Irvine, California $156M AUM

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

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

Cathy Pareto & Associates's XMHQ Position: Q2 2026 in Review

Cathy Pareto & Associates sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q2 2026, closing a stake of 2,187 shares — an estimated $226K sold.

Cathy Pareto & Associates first reported a position in XMHQ in Q4 2024 and held it in 6 quarters. The position peaked at $937K in Q4 2024. 98 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Cathy Pareto & Associates reported no remaining Invesco S&P MidCap Quality ETF position as of Q2 2026 after selling out during the quarter.
Cathy Pareto & Associates sold 2,187 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $226K.
Cathy Pareto & Associates first reported a position in Invesco S&P MidCap Quality ETF in Q4 2024 and held it in 6 quarters.
Cathy Pareto & Associates's Invesco S&P MidCap Quality ETF position peaked at $937K in Q4 2024.
98 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Cathy Pareto & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.