Independent Advisor Alliance’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Independent Advisor Alliance’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	$2.13M	Sell	18,830 -170,478	-90%	-$18.6M	0.05%	268
2026 Q1	$19.6M	Buy	189,308 +168,382	+805%	+$17.9M	0.21%	98
2025 Q4	$2.14M	Sell	20,926 -541	-3%	-$55.8K	0.05%	291
2025 Q3	$2.25M	Sell	21,467 -261	-1%	-$26.9K	0.06%	269
2025 Q2	$2.13M	Buy	21,728 +3,977	+22%	+$375K	0.06%	261
2025 Q1	$1.62M	Sell	17,751 -217,582	-92%	-$21.2M	0.05%	288
2024 Q4	$23.2M	Buy	235,333 +222,325	+1,709%	+$23M	0.31%	67
2024 Q3	$1.33M	Buy	13,008 +3,221	+33%	+$319K	0.05%	281
2024 Q2	$950K	Buy	9,787 +1,517	+18%	+$159K	0.03%	334
2024 Q1	$910K	Buy	+8,270	New	+$810K	0.03%	338

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

Independent Advisor Alliance's XMHQ Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 90% in Q2 2026, selling an estimated $18.6M and leaving 18,830 shares worth $2.13M. The position accounts for 0.05% of the portfolio, ranked #268.

Independent Advisor Alliance first reported a position in XMHQ in Q1 2024 and has held it in 10 quarters since. The position peaked at $23.2M in Q4 2024. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Independent Advisor Alliance held 18,830 shares of Invesco S&P MidCap Quality ETF worth $2.13M as of Q2 2026.
Independent Advisor Alliance sold 170,478 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $18.6M.
Invesco S&P MidCap Quality ETF made up 0.05% of Independent Advisor Alliance's portfolio in Q2 2026, its #268 holding.
Independent Advisor Alliance first reported a position in Invesco S&P MidCap Quality ETF in Q1 2024 and has held it in 10 quarters since.
Independent Advisor Alliance's Invesco S&P MidCap Quality ETF position peaked at $23.2M in Q4 2024.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.