Gladstone Institutional Advisory’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Gladstone Institutional Advisory’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	$541K	Sell	4,791 -31	-0.6%	-$3.38K	0.02%	566
2026 Q1	$499K	Buy	4,822 +919	+24%	+$97.5K	0.02%	539
2025 Q4	$400K	Buy	+3,903	New	+$403K	0.02%	548

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

Gladstone Institutional Advisory's XMHQ Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 0.64% in Q2 2026, selling an estimated $3.38K and leaving 4,791 shares worth $541K. The position accounts for 0.02% of the portfolio, ranked #566.

Gladstone Institutional Advisory first reported a position in XMHQ in Q4 2025 and has held it in 3 quarters since. 432 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Gladstone Institutional Advisory held 4,791 shares of Invesco S&P MidCap Quality ETF worth $541K as of Q2 2026.
Gladstone Institutional Advisory sold 31 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $3.38K.
Invesco S&P MidCap Quality ETF made up 0.02% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #566 holding.
Gladstone Institutional Advisory first reported a position in Invesco S&P MidCap Quality ETF in Q4 2025 and has held it in 3 quarters since.
432 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.