Family Investment Center’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Family Investment Center’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	$1.73M	Sell	15,301 -4,266	-22%	-$465K	0.29%	30
2026 Q1	$2.02M	Sell	19,567 -123,047	-86%	-$13.1M	0.39%	27
2025 Q4	$14.6M	Buy	142,614 +1,147	+0.8%	+$118K	2.95%	11
2025 Q3	$14.8M	Buy	141,467 +2,015	+1%	+$207K	3.08%	11
2025 Q2	$13.7M	Buy	139,452 +4,012	+3%	+$379K	3.1%	10
2025 Q1	$12.4M	Sell	135,440 -84,372	-38%	-$8.22M	3.03%	9
2024 Q4	$21.6M	Sell	219,812 -11,268	-5%	-$1.17M	5.49%	6
2024 Q3	$23.7M	Buy	231,080 +16,087	+7%	+$1.59M	5.95%	6
2024 Q2	$20.9M	Buy	214,993 +8,369	+4%	+$877K	6.23%	5
2024 Q1	$22.7M	Buy	206,624 +200,453	+3,248%	+$19.6M	7.33%	3
2023 Q4	$547K	Buy	+6,171	New	+$507K	0.28%	32

Other funds holding XMHQ

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

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

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

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 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Family Investment Center's XMHQ Position: Q2 2026 in Review

Family Investment Center reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 22% in Q2 2026, selling an estimated $465K and leaving 15,301 shares worth $1.73M. The position accounts for 0.29% of the portfolio, ranked #30.

Family Investment Center first reported a position in XMHQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $23.7M in Q3 2024. 236 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Family Investment Center held 15,301 shares of Invesco S&P MidCap Quality ETF worth $1.73M as of Q2 2026.
Family Investment Center sold 4,266 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $465K.
Invesco S&P MidCap Quality ETF made up 0.29% of Family Investment Center's portfolio in Q2 2026, its #30 holding.
Family Investment Center first reported a position in Invesco S&P MidCap Quality ETF in Q4 2023 and has held it in 11 quarters since.
Family Investment Center's Invesco S&P MidCap Quality ETF position peaked at $23.7M in Q3 2024.
236 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Family Investment Center's 13F filing for Q2 2026, filed 23 Jul 2026.