EW
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Enzi Wealth’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Enzi Wealth’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 		$2.52M Sell
22,335
-1,833
-8% -$200K 0.8% 19
2026
Q1 		$2.5M Sell
24,168
-3,281
-12% -$348K 0.87% 19
2025
Q4 		$2.95M Sell
27,449
-79,425
-74% -$8.19M 1.04% 19
2025
Q3 		$11.1M Buy
106,874
+640
+0.6% +$65.9K 3.91% 9
2025
Q2 		$10.6M Buy
106,234
+621
+0.6% +$58.6K 3.87% 9
2025
Q1 		$9.7M Buy
105,613
+6,433
+6% +$627K 3.93% 9
2024
Q4 		$10.3M Buy
99,180
+3,900
+4% +$404K 3.92% 10
2024
Q3 		$9.95M Buy
95,280
+8,265
+9% +$819K 3.89% 9
2024
Q2 		$8.33M Buy
87,015
+1,559
+2% +$163K 3.67% 10
2024
Q1 		$8.93M Buy
85,456
+3,606
+4% +$353K 4.19% 9
2023
Q4 		$7.87M Buy
81,850
+47,765
+140% +$3.92M 3.78% 10
2023
Q3 		$2.71M Buy
+34,085
New +$2.8M 1.44% 14

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
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

Enzi Wealth's XMHQ Position: Q2 2026 in Review

Enzi Wealth reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 7.6% in Q2 2026, selling an estimated $200K and leaving 22,335 shares worth $2.52M. The position accounts for 0.8% of the portfolio, ranked #19.

Enzi Wealth first reported a position in XMHQ in Q3 2023 and has held it in 12 quarters since. The position peaked at $11.1M in Q3 2025. 72 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

  • Enzi Wealth held 22,335 shares of Invesco S&P MidCap Quality ETF worth $2.52M as of Q2 2026.
  • Enzi Wealth sold 1,833 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $200K.
  • Invesco S&P MidCap Quality ETF made up 0.8% of Enzi Wealth's portfolio in Q2 2026, its #19 holding.
  • Enzi Wealth first reported a position in Invesco S&P MidCap Quality ETF in Q3 2023 and has held it in 12 quarters since.
  • Enzi Wealth's Invesco S&P MidCap Quality ETF position peaked at $11.1M in Q3 2025.
  • 72 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Enzi Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.