CX Institutional’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

CX Institutional’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	$10K	Buy	87 +1	+1%	+$109	﹤0.01%	1297
2026 Q1	$9K	Hold	86	–	–	﹤0.01%	1318
2025 Q4	$9K	Hold	86	–	–	﹤0.01%	1212
2025 Q3	$9K	Hold	86	–	–	﹤0.01%	1217
2025 Q2	$8K	Buy	+86	New	+$8.12K	﹤0.01%	1069

Other funds holding XMHQ

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

TCOT

Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

CWM

Clearview Wealth Management Irvine, California $156M AUM

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

AWG

Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return

XPN

XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return

CPL

Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return

CX Institutional's XMHQ Position: Q2 2026 in Review

CX Institutional increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 1.2% in Q2 2026, buying an estimated $109 and bringing the position to 87 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1297.

CX Institutional first reported a position in XMHQ in Q2 2025 and has held it in 5 quarters since. 72 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

CX Institutional held 87 shares of Invesco S&P MidCap Quality ETF worth $10K as of Q2 2026.
CX Institutional bought 1 Invesco S&P MidCap Quality ETF share in Q2 2026, an estimated $109.
Invesco S&P MidCap Quality ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1297 holding.
CX Institutional first reported a position in Invesco S&P MidCap Quality ETF in Q2 2025 and has held it in 5 quarters since.
72 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.