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

Institute for 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 		$35.6K Buy
+315
New +$34.3K ﹤0.01% 973
2020
Q1 		– Sell
-315
Closed -$17K – 688
2019
Q4 		$17K Buy
+315
New +$16.3K ﹤0.01% 575

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

Institute for Wealth Management's XMHQ Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Invesco S&P MidCap Quality ETF (XMHQ) in Q2 2026: 315 shares worth $35.6K. The stake represents ﹤0.01% of the portfolio and ranks #973 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in XMHQ as recently as Q4 2019.

Institute for Wealth Management first reported a position in XMHQ in Q4 2019 and has held it in 2 quarters since. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

  • Institute for Wealth Management held 315 shares of Invesco S&P MidCap Quality ETF worth $35.6K as of Q2 2026.
  • Invesco S&P MidCap Quality ETF was a new Institute for Wealth Management position in Q2 2026.
  • Invesco S&P MidCap Quality ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #973 holding.
  • Institute for Wealth Management first reported a position in Invesco S&P MidCap Quality ETF in Q4 2019 and has held it in 2 quarters since.
  • 431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.