Clark Wealth Partners’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Clark Wealth 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	$7.52M	Sell	66,614 -7,885	-11%	-$859K	4.25%	8
2026 Q1	$7.7M	Sell	74,499 -5,245	-7%	-$556K	5.17%	8
2025 Q4	$8.17M	Hold	79,744	–	–	4.98%	7
2025 Q3	$8.17M	Buy	79,744 +36,755	+85%	+$3.78M	4.98%	7
2025 Q2	$4.22M	Sell	42,989 -12,705	-23%	-$1.2M	2.85%	10
2025 Q1	$5.1M	Sell	55,694 -77,770	-58%	-$7.58M	3.78%	8
2024 Q4	$13.1M	Buy	+133,464	New	+$13.8M	10.2%	3

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clark Wealth Partners's XMHQ Position: Q2 2026 in Review

Clark Wealth Partners reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 11% in Q2 2026, selling an estimated $859K and leaving 66,614 shares worth $7.52M. The position accounts for 4.25% of the portfolio, ranked #8.

Clark Wealth Partners first reported a position in XMHQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.1M in Q4 2024. 418 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Clark Wealth Partners held 66,614 shares of Invesco S&P MidCap Quality ETF worth $7.52M as of Q2 2026.
Clark Wealth Partners sold 7,885 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $859K.
Invesco S&P MidCap Quality ETF made up 4.25% of Clark Wealth Partners's portfolio in Q2 2026, its #8 holding.
Clark Wealth Partners first reported a position in Invesco S&P MidCap Quality ETF in Q4 2024 and has held it in 7 quarters since.
Clark Wealth Partners's Invesco S&P MidCap Quality ETF position peaked at $13.1M in Q4 2024.
418 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.