EB
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Eastern Bank’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Eastern Bank’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 		$564K Sell
4,999
-1,948
-28% -$212K 0.01% 271
2026
Q1 		$718K Sell
6,947
-7,147
-51% -$758K 0.01% 235
2025
Q4 		$1.44M Sell
14,094
-19,730
-58% -$2.04M 0.02% 173
2025
Q3 		$3.55M Sell
33,824
-3,425
-9% -$353K 0.06% 114
2025
Q2 		$3.66M Sell
37,249
-18,057
-33% -$1.7M 0.07% 116
2025
Q1 		$5.06M Sell
55,306
-461,584
-89% -$45M 0.1% 113
2024
Q4 		$50.9M Buy
516,890
+4,912
+1% +$509K 0.95% 26
2024
Q3 		$52.5M Buy
511,978
+8,218
+2% +$814K 0.94% 25
2024
Q2 		$48.9M Buy
503,760
+235,434
+88% +$24.7M 1.97% 9
2024
Q1 		$29.5M Buy
+268,326
New +$26.3M 1.23% 26

Other funds holding XMHQ

FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
TC
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
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
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

Eastern Bank's XMHQ Position: Q2 2026 in Review

Eastern Bank reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 28% in Q2 2026, selling an estimated $212K and leaving 4,999 shares worth $564K. The position accounts for 0.01% of the portfolio, ranked #271.

Eastern Bank first reported a position in XMHQ in Q1 2024 and has held it in 10 quarters since. The position peaked at $52.5M in Q3 2024. 75 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

  • Eastern Bank held 4,999 shares of Invesco S&P MidCap Quality ETF worth $564K as of Q2 2026.
  • Eastern Bank sold 1,948 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $212K.
  • Invesco S&P MidCap Quality ETF made up 0.01% of Eastern Bank's portfolio in Q2 2026, its #271 holding.
  • Eastern Bank first reported a position in Invesco S&P MidCap Quality ETF in Q1 2024 and has held it in 10 quarters since.
  • Eastern Bank's Invesco S&P MidCap Quality ETF position peaked at $52.5M in Q3 2024.
  • 75 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Eastern Bank's 13F filing for Q2 2026, filed 1 Jul 2026.