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

Creative 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
2026 Q2	$2.01M	Sell	17,785 -2,719	-13%	-$296K	﹤0.01%	2084
2026 Q1	$2.12M	Sell	20,504 -4,277	-17%	-$454K	﹤0.01%	1844
2025 Q4	$2.54M	Buy	24,781 +1,435	+6%	+$148K	﹤0.01%	1529
2025 Q3	$2.45M	Buy	23,346 +3,829	+20%	+$394K	﹤0.01%	1378
2025 Q2	$1.92M	Buy	19,517 +1,571	+9%	+$148K	﹤0.01%	1348
2025 Q1	$1.64M	Buy	17,946 +976	+6%	+$95.1K	﹤0.01%	1337
2024 Q4	$1.67M	Sell	16,970 -1,076	-6%	-$111K	﹤0.01%	1252
2024 Q3	$1.85M	Buy	18,046 +76	+0.4%	+$7.53K	﹤0.01%	1101
2024 Q2	$1.74M	Sell	17,970 -2,307	-11%	-$242K	﹤0.01%	1057
2024 Q1	$2.23M	Buy	20,277 +4,208	+26%	+$412K	﹤0.01%	926
2023 Q4	$1.43M	Buy	16,069 +1,916	+14%	+$157K	﹤0.01%	1059
2023 Q3	$1.14M	Buy	+14,153	New	+$1.16M	﹤0.01%	1106

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

Creative Planning's XMHQ Position: Q2 2026 in Review

Creative Planning reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 13% in Q2 2026, selling an estimated $296K and leaving 17,785 shares worth $2.01M. The position accounts for ﹤0.01% of the portfolio, ranked #2084.

Creative Planning first reported a position in XMHQ in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.54M in Q4 2025. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Creative Planning held 17,785 shares of Invesco S&P MidCap Quality ETF worth $2.01M as of Q2 2026.
Creative Planning sold 2,719 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $296K.
Invesco S&P MidCap Quality ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2084 holding.
Creative Planning first reported a position in Invesco S&P MidCap Quality ETF in Q3 2023 and has held it in 12 quarters since.
Creative Planning's Invesco S&P MidCap Quality ETF position peaked at $2.54M in Q4 2025.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.