EWA
XMHQ icon

EverSource Wealth Advisors’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

EverSource Wealth Advisors’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
2025
Q2 		– Sell
-1,336
Closed -$122K – 4367
2025
Q1 		$122K Hold
1,336
– – 0.01% 840
2024
Q4 		$132K Buy
+1,336
New +$138K 0.01% 819

Other funds holding XMHQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EverSource Wealth Advisors's XMHQ Position: Q2 2025 in Review

EverSource Wealth Advisors sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q2 2025, closing a stake of 1,336 shares — an estimated $122K sold.

EverSource Wealth Advisors first reported a position in XMHQ in Q4 2024 and held it in 2 quarters. The position peaked at $132K in Q4 2024. 393 funds tracked by Wall St. Rank hold XMHQ as of Q2 2025.

  • EverSource Wealth Advisors reported no remaining Invesco S&P MidCap Quality ETF position as of Q2 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 1,336 Invesco S&P MidCap Quality ETF shares in Q2 2025, an estimated $122K.
  • EverSource Wealth Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q4 2024 and held it in 2 quarters.
  • EverSource Wealth Advisors's Invesco S&P MidCap Quality ETF position peaked at $132K in Q4 2024.
  • 393 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2025.

Based on EverSource Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.