ECM
XMHQ icon

Ethos Capital Management’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Ethos Capital Management’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 		$651K Sell
5,765
-2,750
-32% -$300K 0.46% 43
2026
Q1 		$880K Sell
8,515
-2,770
-25% -$294K 0.76% 47
2025
Q4 		$1.16M Buy
+11,285
New +$1.16M 1.09% 44

Other funds holding XMHQ

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Ethos Capital Management's XMHQ Position: Q2 2026 in Review

Ethos Capital Management reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 32% in Q2 2026, selling an estimated $300K and leaving 5,765 shares worth $651K. The position accounts for 0.46% of the portfolio, ranked #43.

Ethos Capital Management first reported a position in XMHQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.16M in Q4 2025. 231 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

  • Ethos Capital Management held 5,765 shares of Invesco S&P MidCap Quality ETF worth $651K as of Q2 2026.
  • Ethos Capital Management sold 2,750 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $300K.
  • Invesco S&P MidCap Quality ETF made up 0.46% of Ethos Capital Management's portfolio in Q2 2026, its #43 holding.
  • Ethos Capital Management first reported a position in Invesco S&P MidCap Quality ETF in Q4 2025 and has held it in 3 quarters since.
  • Ethos Capital Management's Invesco S&P MidCap Quality ETF position peaked at $1.16M in Q4 2025.
  • 231 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Ethos Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.