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Congress Wealth Management’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Congress Wealth Management’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 		$604K Sell
6,150
-1,412
-19% -$133K 0.01% 862
2025
Q1 		$695K Buy
+7,562
New +$737K 0.01% 722

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

Congress Wealth Management's XMHQ Position: Q2 2025 in Review

Congress Wealth Management reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 19% in Q2 2025, selling an estimated $133K and leaving 6,150 shares worth $604K. The position accounts for 0.01% of the portfolio, ranked #862.

Congress Wealth Management first reported a position in XMHQ in Q1 2025 and has held it in 2 quarters since. The position peaked at $695K in Q1 2025. 395 funds tracked by Wall St. Rank hold XMHQ as of Q2 2025.

  • Congress Wealth Management held 6,150 shares of Invesco S&P MidCap Quality ETF worth $604K as of Q2 2025.
  • Congress Wealth Management sold 1,412 Invesco S&P MidCap Quality ETF shares in Q2 2025, an estimated $133K.
  • Invesco S&P MidCap Quality ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #862 holding.
  • Congress Wealth Management first reported a position in Invesco S&P MidCap Quality ETF in Q1 2025 and has held it in 2 quarters since.
  • Congress Wealth Management's Invesco S&P MidCap Quality ETF position peaked at $695K in Q1 2025.
  • 395 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.