Evolution Wealth Management’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Evolution Wealth 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	$355K	Hold	3,143	–	–	0.21%	80
2026 Q1	$325K	Hold	3,143	–	–	0.24%	76
2025 Q4	$322K	Hold	3,143	–	–	0.27%	74
2025 Q3	$330K	Hold	3,143	–	–	0.34%	62
2025 Q2	$309K	Buy	+3,143	New	+$297K	0.38%	49

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

Evolution Wealth Management's XMHQ Position: Q2 2026 in Review

Evolution Wealth Management held its Invesco S&P MidCap Quality ETF (XMHQ) position steady in Q2 2026 at 3,143 shares worth $355K. The position accounts for 0.21% of the portfolio, ranked #80.

Evolution Wealth Management first reported a position in XMHQ in Q2 2025 and has held it in 5 quarters since. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Evolution Wealth Management held 3,143 shares of Invesco S&P MidCap Quality ETF worth $355K as of Q2 2026.
Evolution Wealth Management left its Invesco S&P MidCap Quality ETF share count unchanged in Q2 2026.
Invesco S&P MidCap Quality ETF made up 0.21% of Evolution Wealth Management's portfolio in Q2 2026, its #80 holding.
Evolution Wealth Management first reported a position in Invesco S&P MidCap Quality ETF in Q2 2025 and has held it in 5 quarters since.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.