Forum Private Client Group’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Forum Private Client Group’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	$1.42M	Sell	12,560 -324	-3%	-$35.3K	0.42%	30
2026 Q1	$1.33M	Buy	12,884 +1,717	+15%	+$182K	0.44%	30
2025 Q4	$1.14M	Buy	11,167 +1,973	+21%	+$204K	0.39%	30
2025 Q3	$965K	Buy	9,194 +808	+10%	+$83.2K	0.34%	32
2025 Q2	$824K	Buy	+8,386	New	+$792K	0.32%	36

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

Forum Private Client Group's XMHQ Position: Q2 2026 in Review

Forum Private Client Group reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 2.5% in Q2 2026, selling an estimated $35.3K and leaving 12,560 shares worth $1.42M. The position accounts for 0.42% of the portfolio, ranked #30.

Forum Private Client Group first reported a position in XMHQ in Q2 2025 and has held it in 5 quarters since. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Forum Private Client Group held 12,560 shares of Invesco S&P MidCap Quality ETF worth $1.42M as of Q2 2026.
Forum Private Client Group sold 324 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $35.3K.
Invesco S&P MidCap Quality ETF made up 0.42% of Forum Private Client Group's portfolio in Q2 2026, its #30 holding.
Forum Private Client Group first reported a position in Invesco S&P MidCap Quality ETF in Q2 2025 and has held it in 5 quarters since.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.