Golden State Wealth Management’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Golden State Wealth Management’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	$1.27M	Buy	11,284 +1,236	+12%	+$135K	0.12%	168
2026 Q1	$1.04M	Buy	10,048 +816	+9%	+$86.6K	0.11%	156
2025 Q4	$946K	Buy	9,232 +635	+7%	+$65.5K	0.1%	164
2025 Q3	$902K	Buy	8,597 +422	+5%	+$43.4K	0.1%	157
2025 Q2	$803K	Buy	8,175 +1,339	+20%	+$126K	0.1%	165
2025 Q1	$626K	Buy	6,836 +1,205	+21%	+$117K	0.09%	169
2024 Q4	$555K	Buy	+5,631	New	+$583K	0.08%	182

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

Golden State Wealth Management's XMHQ Position: Q2 2026 in Review

Golden State Wealth Management increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 12% in Q2 2026, buying an estimated $135K and bringing the position to 11,284 shares worth $1.27M. The position accounts for 0.12% of the portfolio, ranked #168.

Golden State Wealth Management first reported a position in XMHQ in Q4 2024 and has held it in 7 quarters since. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Golden State Wealth Management held 11,284 shares of Invesco S&P MidCap Quality ETF worth $1.27M as of Q2 2026.
Golden State Wealth Management bought 1,236 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $135K.
Invesco S&P MidCap Quality ETF made up 0.12% of Golden State Wealth Management's portfolio in Q2 2026, its #168 holding.
Golden State Wealth Management first reported a position in Invesco S&P MidCap Quality ETF in Q4 2024 and has held it in 7 quarters since.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.