Harbor Asset Planning’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Harbor Asset Planning’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	$2.61M	Sell	23,111 -1,101	-5%	-$120K	1.96%	12
2026 Q1	$2.5M	Sell	24,212 -714	-3%	-$75.7K	2.11%	11
2025 Q4	$2.55M	Buy	24,926 +48	+0.2%	+$4.95K	2.18%	12
2025 Q3	$2.61M	Sell	24,878 -1,085	-4%	-$112K	2.34%	9
2025 Q2	$2.55M	Buy	+25,963	New	+$2.45M	2.44%	8

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

Harbor Asset Planning's XMHQ Position: Q2 2026 in Review

Harbor Asset Planning reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 4.5% in Q2 2026, selling an estimated $120K and leaving 23,111 shares worth $2.61M. The position accounts for 1.96% of the portfolio, ranked #12.

Harbor Asset Planning first reported a position in XMHQ in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.61M in Q3 2025. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Harbor Asset Planning held 23,111 shares of Invesco S&P MidCap Quality ETF worth $2.61M as of Q2 2026.
Harbor Asset Planning sold 1,101 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $120K.
Invesco S&P MidCap Quality ETF made up 1.96% of Harbor Asset Planning's portfolio in Q2 2026, its #12 holding.
Harbor Asset Planning first reported a position in Invesco S&P MidCap Quality ETF in Q2 2025 and has held it in 5 quarters since.
Harbor Asset Planning's Invesco S&P MidCap Quality ETF position peaked at $2.61M in Q3 2025.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.