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

IHT 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 		$7.74M Sell
68,586
-1,017
-1% -$111K 0.16% 123
2026
Q1 		$7.19M Sell
69,603
-2,382
-3% -$253K 0.17% 122
2025
Q4 		$7.37M Sell
71,985
-111
-0.2% -$11.5K 0.18% 114
2025
Q3 		$7.57M Buy
72,096
+2,721
+4% +$280K 0.19% 110
2025
Q2 		$6.82M Buy
69,375
+2,034
+3% +$192K 0.19% 115
2025
Q1 		$6.16M Sell
67,341
-6,332
-9% -$617K 0.19% 109
2024
Q4 		$7.25M Sell
73,673
-3,789
-5% -$392K 0.23% 87
2024
Q3 		$7.94M Buy
77,462
+3,470
+5% +$344K 0.23% 89
2024
Q2 		$7.18M Buy
73,992
+884
+1% +$92.7K 0.27% 73
2024
Q1 		$8.05M Buy
73,108
+1,117
+2% +$109K 0.32% 62
2023
Q4 		$6.39M Buy
71,991
+7,640
+12% +$628K 0.28% 79
2023
Q3 		$5.18M Buy
64,351
+36,828
+134% +$3.03M 0.26% 87
2023
Q2 		$2.22M Buy
27,523
+6,553
+31% +$490K 0.12% 171
2023
Q1 		$1.54M Buy
20,970
+645
+3% +$47.1K 0.09% 228
2022
Q4 		$1.4M Sell
20,325
-1,113
-5% -$77.6K 0.09% 230
2022
Q3 		$1.33M Buy
21,438
+8,680
+68% +$588K 0.1% 223
2022
Q2 		$811K Buy
12,758
+1,696
+15% +$118K 0.07% 279
2022
Q1 		$836K Buy
11,062
+2,791
+34% +$213K 0.06% 288
2021
Q4 		$664K Buy
8,271
+5,038
+156% +$402K 0.05% 355
2021
Q3 		$246K Buy
+3,233
New +$250K 0.02% 664

Other funds holding XMHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IHT Wealth Management's XMHQ Position: Q2 2026 in Review

IHT Wealth Management reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 1.5% in Q2 2026, selling an estimated $111K and leaving 68,586 shares worth $7.74M. The position accounts for 0.16% of the portfolio, ranked #123.

IHT Wealth Management first reported a position in XMHQ in Q3 2021 and has held it in 20 quarters since. The position peaked at $8.05M in Q1 2024. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

  • IHT Wealth Management held 68,586 shares of Invesco S&P MidCap Quality ETF worth $7.74M as of Q2 2026.
  • IHT Wealth Management sold 1,017 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $111K.
  • Invesco S&P MidCap Quality ETF made up 0.16% of IHT Wealth Management's portfolio in Q2 2026, its #123 holding.
  • IHT Wealth Management first reported a position in Invesco S&P MidCap Quality ETF in Q3 2021 and has held it in 20 quarters since.
  • IHT Wealth Management's Invesco S&P MidCap Quality ETF position peaked at $8.05M in Q1 2024.
  • 431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.