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

Concurrent Investment 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	$243K	Sell	2,156 -18	-0.8%	-$1.96K	﹤0.01%	1823
2026 Q1	$225K	Sell	2,174 -496	-19%	-$52.6K	﹤0.01%	1679
2025 Q4	$274K	Buy	2,670 +725	+37%	+$74.8K	﹤0.01%	1459
2025 Q3	$204K	Sell	1,945 -3,684	-65%	-$379K	﹤0.01%	1347
2025 Q2	$553K	Sell	5,629 -93	-2%	-$8.78K	0.01%	816
2025 Q1	$524K	Sell	5,722 -20	-0.3%	-$1.95K	0.01%	738
2024 Q4	$565K	Buy	+5,742	New	+$594K	0.02%	640

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

Concurrent Investment Advisors's XMHQ Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 0.83% in Q2 2026, selling an estimated $1.96K and leaving 2,156 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #1823.

Concurrent Investment Advisors first reported a position in XMHQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $565K in Q4 2024. 432 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Concurrent Investment Advisors held 2,156 shares of Invesco S&P MidCap Quality ETF worth $243K as of Q2 2026.
Concurrent Investment Advisors sold 18 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $1.96K.
Invesco S&P MidCap Quality ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1823 holding.
Concurrent Investment Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q4 2024 and has held it in 7 quarters since.
Concurrent Investment Advisors's Invesco S&P MidCap Quality ETF position peaked at $565K in Q4 2024.
432 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.