BFC Planning, Inc.’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

BFC Planning, 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	$10.9K	Buy	+96	New	+$10.5K	﹤0.01%	2325

Other funds holding XMHQ

LPL Financial San Diego, California $468B AUM 17.69% 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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 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 $77B AUM 19.24% 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

BFC Planning, Inc.'s XMHQ Position: Q2 2026 in Review

BFC Planning, Inc. opened a new position in Invesco S&P MidCap Quality ETF (XMHQ) in Q2 2026: 96 shares worth $10.9K. The stake represents ﹤0.01% of the portfolio and ranks #2325 among its holdings.

434 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

BFC Planning, Inc. held 96 shares of Invesco S&P MidCap Quality ETF worth $10.9K as of Q2 2026.
Invesco S&P MidCap Quality ETF was a new BFC Planning, Inc. position in Q2 2026.
Invesco S&P MidCap Quality ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2325 holding.
434 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.