DHJJ Financial Advisors’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

DHJJ Financial 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	$8.4M	Buy	74,376 +2,203	+3%	+$240K	2.42%	7
2026 Q1	$7.46M	Buy	72,173 +1,668	+2%	+$177K	2.47%	7
2025 Q4	$7.22M	Buy	70,505 +662	+0.9%	+$68.3K	2.4%	8
2025 Q3	$7.33M	Buy	69,843 +2,263	+3%	+$233K	2.49%	8
2025 Q2	$6.64M	Buy	67,580 +4,157	+7%	+$392K	2.4%	9
2025 Q1	$5.81M	Buy	63,423 +2,801	+5%	+$273K	2.34%	10
2024 Q4	$5.97M	Buy	60,622 +5,635	+10%	+$583K	2.33%	9
2024 Q3	$5.64M	Buy	54,987 +3,374	+7%	+$334K	2.23%	10
2024 Q2	$5.01M	Buy	+51,613	New	+$5.41M	2.11%	11

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

DHJJ Financial Advisors's XMHQ Position: Q2 2026 in Review

DHJJ Financial Advisors increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 3.1% in Q2 2026, buying an estimated $240K and bringing the position to 74,376 shares worth $8.4M. The position accounts for 2.42% of the portfolio, ranked #7.

DHJJ Financial Advisors first reported a position in XMHQ in Q2 2024 and has held it in 9 quarters since. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

DHJJ Financial Advisors held 74,376 shares of Invesco S&P MidCap Quality ETF worth $8.4M as of Q2 2026.
DHJJ Financial Advisors bought 2,203 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $240K.
Invesco S&P MidCap Quality ETF made up 2.42% of DHJJ Financial Advisors's portfolio in Q2 2026, its #7 holding.
DHJJ Financial Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q2 2024 and has held it in 9 quarters since.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.