Clearstead Advisors’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Clearstead Advisors’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	$876K	Hold	7,757	–	–	0.01%	581
2026 Q1	$802K	Buy	7,757 +969	+14%	+$103K	0.01%	589
2025 Q4	$695K	Hold	6,788	–	–	0.01%	563
2025 Q3	$712K	Hold	6,788	–	–	0.01%	536
2025 Q2	$667K	Hold	6,788	–	–	0.01%	531
2025 Q1	$621K	Hold	6,788	–	–	0.01%	526
2024 Q4	$668K	Hold	6,788	–	–	0.01%	496
2024 Q3	$696K	Buy	6,788 +5,458	+410%	+$541K	0.01%	495
2024 Q2	$129K	Buy	1,330 +258	+24%	+$27.1K	﹤0.01%	941
2024 Q1	$115K	Buy	1,072 +721	+205%	+$70.6K	0.01%	577
2023 Q4	$31.1K	Buy	+351	New	+$28.8K	﹤0.01%	859

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

Clearstead Advisors's XMHQ Position: Q2 2026 in Review

Clearstead Advisors held its Invesco S&P MidCap Quality ETF (XMHQ) position steady in Q2 2026 at 7,757 shares worth $876K. The position accounts for 0.01% of the portfolio, ranked #581.

Clearstead Advisors first reported a position in XMHQ in Q4 2023 and has held it in 11 quarters since. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Clearstead Advisors held 7,757 shares of Invesco S&P MidCap Quality ETF worth $876K as of Q2 2026.
Clearstead Advisors 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 Clearstead Advisors's portfolio in Q2 2026, its #581 holding.
Clearstead Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q4 2023 and has held it in 11 quarters since.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.