Envestnet Portfolio Solutions’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Envestnet Portfolio Solutions’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	$1.65M	Sell	14,613 -961	-6%	-$105K	0.01%	547
2026 Q1	$1.61M	Sell	15,574 -376	-2%	-$39.9K	0.01%	509
2025 Q4	$1.63M	Buy	15,950 +552	+4%	+$56.9K	0.01%	597
2025 Q3	$1.62M	Buy	15,398 +1,288	+9%	+$133K	0.01%	580
2025 Q2	$1.39M	Sell	14,110 -17,547	-55%	-$1.66M	0.01%	680
2025 Q1	$2.9M	Buy	31,657 +2,239	+8%	+$218K	0.01%	493
2024 Q4	$2.9M	Buy	29,418 +3,203	+12%	+$332K	0.01%	549
2024 Q3	$2.69M	Buy	26,215 +3,853	+17%	+$382K	0.01%	569
2024 Q2	$2.17M	Sell	22,362 -26,815	-55%	-$2.81M	0.01%	612
2024 Q1	$5.41M	Buy	49,177 +33,957	+223%	+$3.32M	0.02%	355
2023 Q4	$1.35M	Buy	15,220 +9,152	+151%	+$752K	0.01%	701
2023 Q3	$489K	Buy	+6,068	New	+$499K	﹤0.01%	1000

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

Envestnet Portfolio Solutions's XMHQ Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 6.2% in Q2 2026, selling an estimated $105K and leaving 14,613 shares worth $1.65M. The position accounts for 0.01% of the portfolio, ranked #547.

Envestnet Portfolio Solutions first reported a position in XMHQ in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.41M in Q1 2024. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Envestnet Portfolio Solutions held 14,613 shares of Invesco S&P MidCap Quality ETF worth $1.65M as of Q2 2026.
Envestnet Portfolio Solutions sold 961 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $105K.
Invesco S&P MidCap Quality ETF made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #547 holding.
Envestnet Portfolio Solutions first reported a position in Invesco S&P MidCap Quality ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's Invesco S&P MidCap Quality ETF position peaked at $5.41M in Q1 2024.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.