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

Family 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	$4.14M	Buy	36,675 +310	+0.9%	+$33.8K	1.6%	17
2026 Q1	$3.76M	Buy	36,365 +5,793	+19%	+$615K	1.67%	19
2025 Q4	$3.13M	Buy	30,572 +1,168	+4%	+$120K	1.39%	20
2025 Q3	$3.09M	Sell	29,404 -777	-3%	-$80K	1.47%	16
2025 Q2	$2.96M	Buy	30,181 +2,680	+10%	+$253K	1.55%	16
2025 Q1	$2.52M	Buy	27,501 +1,260	+5%	+$123K	1.55%	15
2024 Q4	$2.58M	Buy	26,241 +2,797	+12%	+$290K	1.56%	17
2024 Q3	$2.4M	Buy	23,444 +2,357	+11%	+$233K	1.55%	17
2024 Q2	$2.05M	Buy	21,087 +2,585	+14%	+$271K	1.39%	18
2024 Q1	$2.04M	Buy	18,502 +3,208	+21%	+$314K	1.42%	17
2023 Q4	$1.36M	Buy	15,294 +9,582	+168%	+$787K	0.96%	23
2023 Q3	$460K	Buy	+5,712	New	+$469K	0.3%	45

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

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

Family Capital Management increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 0.85% in Q2 2026, buying an estimated $33.8K and bringing the position to 36,675 shares worth $4.14M. The position accounts for 1.6% of the portfolio, ranked #17.

Family Capital Management first reported a position in XMHQ in Q3 2023 and has held it in 12 quarters since. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Family Capital Management held 36,675 shares of Invesco S&P MidCap Quality ETF worth $4.14M as of Q2 2026.
Family Capital Management bought 310 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $33.8K.
Invesco S&P MidCap Quality ETF made up 1.6% of Family Capital Management's portfolio in Q2 2026, its #17 holding.
Family Capital Management first reported a position in Invesco S&P MidCap Quality ETF in Q3 2023 and has held it in 12 quarters since.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Family Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.