PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$3.54K	Hold	31	–	–	﹤0.01%	476
2026 Q1	$3.24K	Hold	31	–	–	﹤0.01%	451
2025 Q4	$3.2K	Hold	31	–	–	﹤0.01%	457
2025 Q3	$3.28K	Hold	31	–	–	﹤0.01%	459
2025 Q2	$3.06K	Hold	31	–	–	﹤0.01%	413
2025 Q1	$2.85K	Hold	31	–	–	﹤0.01%	406
2024 Q4	$3.06K	Buy	+31	New	+$3.21K	﹤0.01%	418

Other funds holding XMHQ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s XMHQ Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its Invesco S&P MidCap Quality ETF (XMHQ) position steady in Q2 2026 at 31 shares worth $3.54K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in XMHQ in Q4 2024 and has held it in 7 quarters since. 265 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 31 shares of Invesco S&P MidCap Quality ETF worth $3.54K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its Invesco S&P MidCap Quality ETF share count unchanged in Q2 2026.
Invesco S&P MidCap Quality ETF made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #476 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Invesco S&P MidCap Quality ETF in Q4 2024 and has held it in 7 quarters since.
265 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.