Farther Finance Advisors’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Farther Finance 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
2026 Q2	$7.98M	Sell	70,701 -16,436	-19%	-$1.79M	0.06%	271
2026 Q1	$9.1M	Sell	87,137 -52,716	-38%	-$5.59M	0.09%	208
2025 Q4	$14.3M	Buy	139,853 +135,249	+2,938%	+$14M	0.15%	116
2025 Q3	$483K	Buy	4,604 +4,123	+857%	+$424K	0.01%	1086
2025 Q2	$47.3K	Sell	481 -4,936	-91%	-$466K	﹤0.01%	2158
2025 Q1	$502K	Sell	5,417 -705	-12%	-$68.7K	0.01%	782
2024 Q4	$603K	Sell	6,122 -956	-14%	-$99K	0.02%	525
2024 Q3	$726K	Sell	7,078 -306	-4%	-$30.3K	0.03%	456
2024 Q2	$709K	Buy	7,384 +6,855	+1,296%	+$719K	0.03%	377
2024 Q1	$58K	Buy	529 +381	+257%	+$37.3K	﹤0.01%	1130
2023 Q4	$13.1K	Hold	148	–	–	﹤0.01%	1489
2023 Q3	$11.9K	Sell	148 -120	-45%	-$9.86K	﹤0.01%	1234
2023 Q2	$21.6K	Buy	268 +120	+81%	+$8.97K	﹤0.01%	974
2023 Q1	$10.9K	Buy	+148	New	+$10.8K	﹤0.01%	1086

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

Farther Finance Advisors's XMHQ Position: Q2 2026 in Review

Farther Finance Advisors reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 19% in Q2 2026, selling an estimated $1.79M and leaving 70,701 shares worth $7.98M. The position accounts for 0.06% of the portfolio, ranked #271.

Farther Finance Advisors first reported a position in XMHQ in Q1 2023 and has held it in 14 quarters since. The position peaked at $14.3M in Q4 2025. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Farther Finance Advisors held 70,701 shares of Invesco S&P MidCap Quality ETF worth $7.98M as of Q2 2026.
Farther Finance Advisors sold 16,436 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $1.79M.
Invesco S&P MidCap Quality ETF made up 0.06% of Farther Finance Advisors's portfolio in Q2 2026, its #271 holding.
Farther Finance Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q1 2023 and has held it in 14 quarters since.
Farther Finance Advisors's Invesco S&P MidCap Quality ETF position peaked at $14.3M in Q4 2025.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.