Financial Freedom LLC’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Financial Freedom LLC’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	–	Sell	-267	Closed	-$27.6K	–	409
2026 Q1	$27.6K	Hold	267	–	–	0.01%	206
2025 Q4	$27.3K	Sell	267 -2,028	-88%	-$209K	0.01%	197
2025 Q3	$241K	Sell	2,295 -8,474	-79%	-$872K	0.12%	95
2025 Q2	$1.06M	Sell	10,769 -9,018	-46%	-$851K	0.57%	39
2025 Q1	$1.81M	Sell	19,787 -4,218	-18%	-$411K	1.04%	26
2024 Q4	$2.36M	Buy	24,005 +2,627	+12%	+$272K	1.25%	24
2024 Q3	$2.19M	Buy	21,378 +1,302	+6%	+$129K	1.16%	25
2024 Q2	$1.95M	Buy	20,076 +11,405	+132%	+$1.2M	1.11%	26
2024 Q1	$954K	Buy	8,671 +4,931	+132%	+$483K	0.57%	35
2023 Q4	$332K	Buy	3,740 +1,271	+51%	+$104K	0.21%	72
2023 Q3	$199K	Buy	+2,469	New	+$203K	0.14%	92

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

Financial Freedom LLC's XMHQ Position: Q2 2026 in Review

Financial Freedom LLC sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q2 2026, closing a stake of 267 shares — an estimated $27.6K sold.

Financial Freedom LLC first reported a position in XMHQ in Q3 2023 and held it in 11 quarters. The position peaked at $2.36M in Q4 2024. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Financial Freedom LLC reported no remaining Invesco S&P MidCap Quality ETF position as of Q2 2026 after selling out during the quarter.
Financial Freedom LLC sold 267 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $27.6K.
Financial Freedom LLC first reported a position in Invesco S&P MidCap Quality ETF in Q3 2023 and held it in 11 quarters.
Financial Freedom LLC's Invesco S&P MidCap Quality ETF position peaked at $2.36M in Q4 2024.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.