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Global Retirement Partners’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Global Retirement Partners’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 		$1.16M Buy
+10,295
New +$1.12M 0.02% 694
2025
Q4 		$940K Buy
9,175
+142
+2% +$14.6K 0.02% 690
2025
Q3 		$948K Sell
9,033
-162
-2% -$16.7K 0.02% 556
2025
Q2 		$903K Buy
+9,195
New +$868K 0.02% 534
2024
Q4 		$978K Buy
9,934
+2,411
+32% +$250K 0.03% 455
2024
Q3 		$772K Buy
7,523
+2,421
+47% +$240K 0.02% 514
2024
Q2 		$495K Buy
5,102
+175
+4% +$18.3K 0.02% 614
2024
Q1 		$542K Buy
4,927
+2,563
+108% +$251K 0.02% 516
2023
Q4 		$209K Buy
2,364
+2,120
+869% +$174K 0.01% 744
2023
Q3 		$19.3K Buy
244
+124
+103% +$10.2K ﹤0.01% 1657
2023
Q2 		$9.71K Hold
120
– – ﹤0.01% 1975
2023
Q1 		$8.79K Hold
120
– – ﹤0.01% 1968
2022
Q4 		$8.3K Hold
120
– – ﹤0.01% 1848
2022
Q3 		$8K Buy
+120
New +$8.13K ﹤0.01% 1784
2022
Q2 		– Sell
-475
Closed -$31K – 2912
2022
Q1 		$31K Buy
+475
New +$36.2K ﹤0.01% 1187
2021
Q4 		– Sell
-50
Closed -$4K – 1849
2021
Q3 		$4K Buy
+50
New +$3.87K ﹤0.01% 1720

Other funds holding XMHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Global Retirement Partners's XMHQ Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Invesco S&P MidCap Quality ETF (XMHQ) in Q2 2026: 10,295 shares worth $1.16M. The stake represents 0.02% of the portfolio and ranks #694 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in XMHQ as recently as Q4 2025.

Global Retirement Partners first reported a position in XMHQ in Q3 2021 and has held it in 16 quarters since. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

  • Global Retirement Partners held 10,295 shares of Invesco S&P MidCap Quality ETF worth $1.16M as of Q2 2026.
  • Invesco S&P MidCap Quality ETF was a new Global Retirement Partners position in Q2 2026.
  • Invesco S&P MidCap Quality ETF made up 0.02% of Global Retirement Partners's portfolio in Q2 2026, its #694 holding.
  • Global Retirement Partners first reported a position in Invesco S&P MidCap Quality ETF in Q3 2021 and has held it in 16 quarters since.
  • 431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.