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Comprehensive Financial Planning’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Comprehensive Financial Planning’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 		– Sell
-180
Closed -$16.6K – 353
2025
Q1 		$16.6K Sell
180
-23,710
-99% -$2.31M 0.02% 189
2024
Q4 		$2.35M Buy
+23,890
New +$2.47M 1.99% 12

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Comprehensive Financial Planning's XMHQ Position: Q2 2025 in Review

Comprehensive Financial Planning sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q2 2025, closing a stake of 180 shares — an estimated $16.6K sold.

Comprehensive Financial Planning first reported a position in XMHQ in Q4 2024 and held it in 2 quarters. The position peaked at $2.35M in Q4 2024. 395 funds tracked by Wall St. Rank hold XMHQ as of Q2 2025.

  • Comprehensive Financial Planning reported no remaining Invesco S&P MidCap Quality ETF position as of Q2 2025 after selling out during the quarter.
  • Comprehensive Financial Planning sold 180 Invesco S&P MidCap Quality ETF shares in Q2 2025, an estimated $16.6K.
  • Comprehensive Financial Planning first reported a position in Invesco S&P MidCap Quality ETF in Q4 2024 and held it in 2 quarters.
  • Comprehensive Financial Planning's Invesco S&P MidCap Quality ETF position peaked at $2.35M in Q4 2024.
  • 395 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2025.

Based on Comprehensive Financial Planning's 13F filing for Q2 2025, filed 8 Aug 2025.