HWM
XMHQ icon

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

HB 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
2025
Q2 		– Sell
-7,596
Closed -$695K – 1310
2025
Q1 		$695K Buy
+7,596
New +$740K 0.01% 660

Other funds holding XMHQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HB Wealth Management's XMHQ Position: Q2 2025 in Review

HB Wealth Management sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q2 2025, closing a stake of 7,596 shares — an estimated $695K sold.

HB Wealth Management first reported a position in XMHQ in Q1 2025 and held it in 1 quarter. The position peaked at $695K in Q1 2025. 393 funds tracked by Wall St. Rank hold XMHQ as of Q2 2025.

  • HB Wealth Management reported no remaining Invesco S&P MidCap Quality ETF position as of Q2 2025 after selling out during the quarter.
  • HB Wealth Management sold 7,596 Invesco S&P MidCap Quality ETF shares in Q2 2025, an estimated $695K.
  • HB Wealth Management first reported a position in Invesco S&P MidCap Quality ETF in Q1 2025 and held it in 1 quarter.
  • HB Wealth Management's Invesco S&P MidCap Quality ETF position peaked at $695K in Q1 2025.
  • 393 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2025.

Based on HB Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.