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Harbor Investment Advisory’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Harbor Investment 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 		$1.66M Sell
14,725
-378
-3% -$41.2K 0.12% 141
2026
Q1 		$1.56M Sell
15,103
-1,012
-6% -$107K 0.12% 140
2025
Q4 		$1.65M Buy
16,115
+358
+2% +$36.9K 0.12% 129
2025
Q3 		$1.65M Buy
15,757
+1,915
+14% +$197K 0.14% 123
2025
Q2 		$1.36M Buy
13,842
+720
+5% +$68K 0.12% 137
2025
Q1 		$1.2M Buy
13,122
+333
+3% +$32.5K 0.12% 138
2024
Q4 		$1.26M Buy
12,789
+9,408
+278% +$974K 0.12% 128
2024
Q3 		$347K Buy
3,381
+353
+12% +$35K 0.03% 277
2024
Q2 		$294K Sell
3,028
-275
-8% -$28.8K 0.03% 284
2024
Q1 		$363K Sell
3,303
-14
-0.4% -$1.37K 0.04% 259
2023
Q4 		$294K Buy
3,317
+50
+2% +$4.11K 0.03% 274
2023
Q3 		$263K Sell
3,267
-15
-0.5% -$1.23K 0.03% 274
2023
Q2 		$265K Sell
3,282
-30
-0.9% -$2.24K 0.04% 301
2023
Q1 		$243K Sell
3,312
-194
-6% -$14.2K 0.04% 312
2022
Q4 		$242K Sell
3,506
-635
-15% -$44.3K 0.04% 310
2022
Q3 		$258K Sell
4,141
-640
-13% -$43.4K 0.04% 289
2022
Q2 		$304K Buy
4,781
+956
+25% +$66.4K 0.05% 265
2022
Q1 		$289K Buy
3,825
+633
+20% +$48.3K 0.04% 297
2021
Q4 		$256K Buy
+3,192
New +$255K 0.03% 325

Other funds holding XMHQ

FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
TCOT
Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
CWM
Clearview Wealth Management Irvine, California $156M AUM
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWG
Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return
CPL
Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return

Harbor Investment Advisory's XMHQ Position: Q2 2026 in Review

Harbor Investment Advisory reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 2.5% in Q2 2026, selling an estimated $41.2K and leaving 14,725 shares worth $1.66M. The position accounts for 0.12% of the portfolio, ranked #141.

Harbor Investment Advisory first reported a position in XMHQ in Q4 2021 and has held it in 19 quarters since. 72 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

  • Harbor Investment Advisory held 14,725 shares of Invesco S&P MidCap Quality ETF worth $1.66M as of Q2 2026.
  • Harbor Investment Advisory sold 378 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $41.2K.
  • Invesco S&P MidCap Quality ETF made up 0.12% of Harbor Investment Advisory's portfolio in Q2 2026, its #141 holding.
  • Harbor Investment Advisory first reported a position in Invesco S&P MidCap Quality ETF in Q4 2021 and has held it in 19 quarters since.
  • 72 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.