CHB Investment Group’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

CHB Investment Group’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
2025 Q2	$2.26M	Sell	22,983 -173	-0.7%	-$16.3K	1.15%	41
2025 Q1	$2.12M	Buy	23,156 +235	+1%	+$22.9K	1.13%	46
2024 Q4	$2.26M	Sell	22,921 -1,414	-6%	-$146K	1.23%	42
2024 Q3	$2.5M	Buy	+24,335	New	+$2.41M	1.32%	42

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CHB Investment Group's XMHQ Position: Q2 2025 in Review

CHB Investment Group reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 0.75% in Q2 2025, selling an estimated $16.3K and leaving 22,983 shares worth $2.26M. The position accounts for 1.15% of the portfolio, ranked #41.

CHB Investment Group first reported a position in XMHQ in Q3 2024 and has held it in 4 quarters since. The position peaked at $2.5M in Q3 2024. 395 funds tracked by Wall St. Rank hold XMHQ as of Q2 2025.

CHB Investment Group held 22,983 shares of Invesco S&P MidCap Quality ETF worth $2.26M as of Q2 2025.
CHB Investment Group sold 173 Invesco S&P MidCap Quality ETF shares in Q2 2025, an estimated $16.3K.
Invesco S&P MidCap Quality ETF made up 1.15% of CHB Investment Group's portfolio in Q2 2025, its #41 holding.
CHB Investment Group first reported a position in Invesco S&P MidCap Quality ETF in Q3 2024 and has held it in 4 quarters since.
CHB Investment Group's Invesco S&P MidCap Quality ETF position peaked at $2.5M in Q3 2024.
395 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2025.

Based on CHB Investment Group's 13F filing for Q2 2025, filed 15 Jul 2025.