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Equitable Holdings’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Equitable Holdings’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 		$10.3M Sell
91,236
-14,473
-14% -$1.58M 0.06% 283
2026
Q1 		$10.8M Sell
105,709
-33,824
-24% -$3.59M 0.07% 270
2025
Q4 		$14.3M Sell
139,533
-22,860
-14% -$2.36M 0.1% 185
2025
Q3 		$17M Buy
162,393
+5,840
+4% +$601K 0.13% 147
2025
Q2 		$15.4M Sell
156,553
-30,099
-16% -$2.84M 0.13% 144
2025
Q1 		$17.1M Sell
186,652
-44,535
-19% -$4.34M 0.16% 118
2024
Q4 		$22.8M Buy
231,187
+3,006
+1% +$311K 0.22% 97
2024
Q3 		$23.4M Buy
228,181
+34,853
+18% +$3.45M 0.23% 91
2024
Q2 		$18.8M Buy
193,328
+83,109
+75% +$8.71M 0.2% 96
2024
Q1 		$12.1M Buy
110,219
+24,084
+28% +$2.36M 0.14% 129
2023
Q4 		$7.64M Buy
86,135
+52,252
+154% +$4.29M 0.09% 169
2023
Q3 		$2.73M Buy
33,883
+28,002
+476% +$2.3M 0.04% 291
2023
Q2 		$475K Sell
5,881
-27
-0.5% -$2.02K 0.01% 717
2023
Q1 		$434K Buy
5,908
+378
+7% +$27.6K 0.01% 681
2022
Q4 		$382K Buy
+5,530
New +$385K 0.01% 675

Other funds holding XMHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Equitable Holdings's XMHQ Position: Q2 2026 in Review

Equitable Holdings reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 14% in Q2 2026, selling an estimated $1.58M and leaving 91,236 shares worth $10.3M. The position accounts for 0.06% of the portfolio, ranked #283.

Equitable Holdings first reported a position in XMHQ in Q4 2022 and has held it in 15 quarters since. The position peaked at $23.4M in Q3 2024. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

  • Equitable Holdings held 91,236 shares of Invesco S&P MidCap Quality ETF worth $10.3M as of Q2 2026.
  • Equitable Holdings sold 14,473 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $1.58M.
  • Invesco S&P MidCap Quality ETF made up 0.06% of Equitable Holdings's portfolio in Q2 2026, its #283 holding.
  • Equitable Holdings first reported a position in Invesco S&P MidCap Quality ETF in Q4 2022 and has held it in 15 quarters since.
  • Equitable Holdings's Invesco S&P MidCap Quality ETF position peaked at $23.4M in Q3 2024.
  • 431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.