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

DHK 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
2025 Q2	$790K	Buy	8,042 +11	+0.1%	+$1.04K	0.45%	44
2025 Q1	$735K	Buy	8,031 +16	+0.2%	+$1.56K	0.4%	44
2024 Q4	$789K	Buy	8,015 +15	+0.2%	+$1.55K	0.48%	46
2024 Q3	$821K	Hold	8,000	–	–	0.5%	38
2024 Q2	$776K	Hold	8,000	–	–	0.54%	37
2024 Q1	$880K	Buy	8,000 +3,000	+60%	+$294K	0.62%	45
2023 Q4	$444K	Buy	+5,000	New	+$411K	0.33%	56

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DHK Financial Advisors's XMHQ Position: Q2 2025 in Review

DHK Financial Advisors increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 0.14% in Q2 2025, buying an estimated $1.04K and bringing the position to 8,042 shares worth $790K. The position accounts for 0.45% of the portfolio, ranked #44.

DHK Financial Advisors first reported a position in XMHQ in Q4 2023 and has held it in 7 quarters since. The position peaked at $880K in Q1 2024. 395 funds tracked by Wall St. Rank hold XMHQ as of Q2 2025.

DHK Financial Advisors held 8,042 shares of Invesco S&P MidCap Quality ETF worth $790K as of Q2 2025.
DHK Financial Advisors bought 11 Invesco S&P MidCap Quality ETF shares in Q2 2025, an estimated $1.04K.
Invesco S&P MidCap Quality ETF made up 0.45% of DHK Financial Advisors's portfolio in Q2 2025, its #44 holding.
DHK Financial Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q4 2023 and has held it in 7 quarters since.
DHK Financial Advisors's Invesco S&P MidCap Quality ETF position peaked at $880K in Q1 2024.
395 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2025.

Based on DHK Financial Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.