Foundations Investment Advisors’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Foundations Investment 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	–	Sell	-2,264	Closed	-$234K	–	1319
2026 Q1	$234K	Sell	2,264 -161,020	-99%	-$17.1M	﹤0.01%	1031
2025 Q4	$16.7M	Sell	163,284 -1,075	-0.7%	-$111K	0.22%	106
2025 Q3	$17.3M	Sell	164,359 -4,443	-3%	-$457K	0.25%	92
2025 Q2	$16.6M	Sell	168,802 -7,082	-4%	-$669K	0.26%	96
2025 Q1	$16.1M	Buy	175,884 +172,754	+5,519%	+$16.8M	0.3%	83
2024 Q4	$308K	Sell	3,130 -395	-11%	-$40.9K	0.01%	655
2024 Q3	$362K	Buy	+3,525	New	+$349K	0.01%	589

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

Foundations Investment Advisors's XMHQ Position: Q2 2026 in Review

Foundations Investment Advisors sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q2 2026, closing a stake of 2,264 shares — an estimated $234K sold.

Foundations Investment Advisors first reported a position in XMHQ in Q3 2024 and held it in 7 quarters. The position peaked at $17.3M in Q3 2025. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Foundations Investment Advisors reported no remaining Invesco S&P MidCap Quality ETF position as of Q2 2026 after selling out during the quarter.
Foundations Investment Advisors sold 2,264 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $234K.
Foundations Investment Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q3 2024 and held it in 7 quarters.
Foundations Investment Advisors's Invesco S&P MidCap Quality ETF position peaked at $17.3M in Q3 2025.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.