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

Clearstead Trust’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 		$23.5K Sell
208
-17
-8% -$1.85K ﹤0.01% 434
2026
Q1 		$23.3K Sell
225
-225
-50% -$23.9K ﹤0.01% 413
2025
Q4 		$46.1K Buy
450
+62
+16% +$6.4K 0.01% 335
2025
Q3 		$40.7K Buy
388
+285
+277% +$29.3K 0.01% 335
2025
Q2 		$10.1K Buy
+103
New +$9.72K ﹤0.01% 589

Other funds holding XMHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Clearstead Trust's XMHQ Position: Q2 2026 in Review

Clearstead Trust reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 7.6% in Q2 2026, selling an estimated $1.85K and leaving 208 shares worth $23.5K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

Clearstead Trust first reported a position in XMHQ in Q2 2025 and has held it in 5 quarters since. The position peaked at $46.1K in Q4 2025. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

  • Clearstead Trust held 208 shares of Invesco S&P MidCap Quality ETF worth $23.5K as of Q2 2026.
  • Clearstead Trust sold 17 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $1.85K.
  • Invesco S&P MidCap Quality ETF made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #434 holding.
  • Clearstead Trust first reported a position in Invesco S&P MidCap Quality ETF in Q2 2025 and has held it in 5 quarters since.
  • Clearstead Trust's Invesco S&P MidCap Quality ETF position peaked at $46.1K in Q4 2025.
  • 431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

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