Independent Financial Group’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Independent Financial Group’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	$6.22M	Buy	55,142 +35,059	+175%	+$3.82M	0.12%	171
2026 Q1	$2.08M	Buy	20,083 +7,443	+59%	+$790K	0.05%	395
2025 Q4	$1.29M	Sell	12,640 -5,822	-32%	-$601K	0.03%	533
2025 Q3	$1.94M	Buy	18,462 +1,729	+10%	+$178K	0.05%	395
2025 Q2	$1.64M	Buy	16,733 +480	+3%	+$45.3K	0.05%	394
2025 Q1	$1.49M	Buy	16,253 +1,059	+7%	+$103K	0.05%	367
2024 Q4	$1.5M	Buy	15,194 +3,374	+29%	+$349K	0.05%	366
2024 Q3	$1.21M	Sell	11,820 -643	-5%	-$63.7K	0.04%	392
2024 Q2	$1.21M	Buy	12,463 +387	+3%	+$40.6K	0.05%	350
2024 Q1	$1.33M	Buy	12,076 +5,782	+92%	+$566K	0.06%	315
2023 Q4	$558K	Sell	6,294 -284	-4%	-$23.3K	0.03%	522
2023 Q3	$530K	Buy	6,578 +172	+3%	+$14.1K	0.03%	476
2023 Q2	$517K	Buy	+6,406	New	+$479K	0.04%	473

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 Financial Group's XMHQ Position: Q2 2026 in Review

Independent Financial Group increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 175% in Q2 2026, buying an estimated $3.82M and bringing the position to 55,142 shares worth $6.22M. The position accounts for 0.12% of the portfolio, ranked #171.

Independent Financial Group first reported a position in XMHQ in Q2 2023 and has held it in 13 quarters since. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Independent Financial Group held 55,142 shares of Invesco S&P MidCap Quality ETF worth $6.22M as of Q2 2026.
Independent Financial Group bought 35,059 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $3.82M.
Invesco S&P MidCap Quality ETF made up 0.12% of Independent Financial Group's portfolio in Q2 2026, its #171 holding.
Independent Financial Group first reported a position in Invesco S&P MidCap Quality ETF in Q2 2023 and has held it in 13 quarters since.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.