Horizon Family Wealth’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Horizon Family Wealth’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	$2.67M	Sell	23,610 -289	-1%	-$31.5K	1.22%	22
2026 Q1	$2.47M	Buy	23,899 +54	+0.2%	+$5.73K	1.31%	21
2025 Q4	$2.44M	Buy	23,845 +632	+3%	+$65.2K	1.3%	21
2025 Q3	$2.44M	Buy	23,213 +6	+0%	+$618	1.4%	18
2025 Q2	$2.28M	Buy	23,207 +810	+4%	+$76.5K	1.39%	17
2025 Q1	$2.05M	Sell	22,397 -197	-0.9%	-$19.2K	1.37%	15
2024 Q4	$2.22M	Buy	+22,594	New	+$2.34M	1.48%	15

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

Horizon Family Wealth's XMHQ Position: Q2 2026 in Review

Horizon Family Wealth reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 1.2% in Q2 2026, selling an estimated $31.5K and leaving 23,610 shares worth $2.67M. The position accounts for 1.22% of the portfolio, ranked #22.

Horizon Family Wealth first reported a position in XMHQ in Q4 2024 and has held it in 7 quarters since. 432 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Horizon Family Wealth held 23,610 shares of Invesco S&P MidCap Quality ETF worth $2.67M as of Q2 2026.
Horizon Family Wealth sold 289 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $31.5K.
Invesco S&P MidCap Quality ETF made up 1.22% of Horizon Family Wealth's portfolio in Q2 2026, its #22 holding.
Horizon Family Wealth first reported a position in Invesco S&P MidCap Quality ETF in Q4 2024 and has held it in 7 quarters since.
432 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Horizon Family Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.