Cheviot Value Management’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Cheviot Value 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	$7.68K	Hold	68	–	–	﹤0.01%	316
2026 Q1	$7.03K	Hold	68	–	–	﹤0.01%	299
2025 Q4	$7.38K	Hold	68	–	–	﹤0.01%	298
2025 Q3	$7.14K	Hold	68	–	–	﹤0.01%	320
2025 Q2	$6.85K	Hold	68	–	–	﹤0.01%	303
2025 Q1	$6.44K	Buy	+68	New	+$6.63K	﹤0.01%	303

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

Cheviot Value Management's XMHQ Position: Q2 2026 in Review

Cheviot Value Management held its Invesco S&P MidCap Quality ETF (XMHQ) position steady in Q2 2026 at 68 shares worth $7.68K. The position accounts for ﹤0.01% of the portfolio, ranked #316.

Cheviot Value Management first reported a position in XMHQ in Q1 2025 and has held it in 6 quarters since. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Cheviot Value Management held 68 shares of Invesco S&P MidCap Quality ETF worth $7.68K as of Q2 2026.
Cheviot Value Management 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 Cheviot Value Management's portfolio in Q2 2026, its #316 holding.
Cheviot Value Management first reported a position in Invesco S&P MidCap Quality ETF in Q1 2025 and has held it in 6 quarters since.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Cheviot Value Management's 13F filing for Q2 2026, filed 6 Aug 2026.