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Jeff Yass’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Jeff Yass’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 		$953K Sell
8,442
-6,506
-44% -$709K ﹤0.01% 8333
2026
Q1 		$1.55M Buy
+14,948
New +$1.59M ﹤0.01% 6803
2025
Q3 		– Sell
-27,616
Closed -$2.71M – 14074
2025
Q2 		$2.71M Sell
27,616
-29,736
-52% -$2.81M ﹤0.01% 5156
2025
Q1 		$5.25M Buy
57,352
+6,607
+13% +$644K ﹤0.01% 3562
2024
Q4 		$5M Buy
+50,745
New +$5.25M ﹤0.01% 3590
2024
Q3 		– Sell
-26,852
Closed -$2.61M – 13182
2024
Q2 		$2.61M Buy
26,852
+22,378
+500% +$2.35M ﹤0.01% 4575
2024
Q1 		$492K Buy
4,474
+814
+22% +$79.7K ﹤0.01% 8549
2023
Q4 		$325K Sell
3,660
-3,933
-52% -$323K ﹤0.01% 9666
2023
Q3 		$612K Sell
7,593
-10,533
-58% -$866K ﹤0.01% 7757
2023
Q2 		$1.46M Buy
18,126
+2,611
+17% +$195K ﹤0.01% 5826
2023
Q1 		$1.14M Buy
15,515
+8,986
+138% +$657K ﹤0.01% 6471
2022
Q4 		$451K Buy
6,529
+1,285
+25% +$89.6K ﹤0.01% 8139
2022
Q3 		$327K Sell
5,244
-8,605
-62% -$583K ﹤0.01% 9576
2022
Q2 		$880K Buy
13,849
+3,183
+30% +$221K ﹤0.01% 6845
2022
Q1 		$806K Buy
10,666
+2,281
+27% +$174K ﹤0.01% 7704
2021
Q4 		$673K Sell
8,385
-3,067
-27% -$245K ﹤0.01% 8380
2021
Q3 		$870K Buy
11,452
+4,308
+60% +$333K ﹤0.01% 7932
2021
Q2 		$553K Buy
7,144
+2,238
+46% +$174K ﹤0.01% 9351
2021
Q1 		$373K Sell
4,906
-13,573
-73% -$991K ﹤0.01% 10142
2020
Q4 		$1.24M Sell
18,479
-6,323
-25% -$391K ﹤0.01% 6201
2020
Q3 		$1.36M Buy
24,802
+2,050
+9% +$113K ﹤0.01% 5390
2020
Q2 		$1.2M Sell
22,752
-12,088
-35% -$582K ﹤0.01% 5503
2020
Q1 		$1.44M Sell
34,840
-3,939
-10% -$196K ﹤0.01% 4583
2019
Q4 		$2.08M Buy
38,779
+23,252
+150% +$1.2M ﹤0.01% 4254
2019
Q3 		$774K Buy
15,527
+9,662
+165% +$482K ﹤0.01% 6277
2019
Q2 		$293K Buy
+5,865
New +$290K ﹤0.01% 8367
2019
Q1 		– Sell
-8,294
Closed -$355K – 9973
2018
Q4 		$355K Sell
8,294
-1,509
-15% -$69.9K ﹤0.01% 6700
2018
Q3 		$500K Sell
9,803
-2,002
-17% -$101K ﹤0.01% 6534
2018
Q2 		$580K Buy
+11,805
New +$569K ﹤0.01% 6493

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

Jeff Yass's XMHQ Position: Q2 2026 in Review

Jeff Yass reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 44% in Q2 2026, selling an estimated $709K and leaving 8,442 shares worth $953K. The position accounts for ﹤0.01% of the portfolio, ranked #8333.

Jeff Yass first reported a position in XMHQ in Q2 2018 and has held it in 29 quarters since. The position peaked at $5.25M in Q1 2025. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

  • Jeff Yass held 8,442 shares of Invesco S&P MidCap Quality ETF worth $953K as of Q2 2026.
  • Jeff Yass sold 6,506 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $709K.
  • Invesco S&P MidCap Quality ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #8333 holding.
  • Jeff Yass first reported a position in Invesco S&P MidCap Quality ETF in Q2 2018 and has held it in 29 quarters since.
  • Jeff Yass's Invesco S&P MidCap Quality ETF position peaked at $5.25M in Q1 2025.
  • 431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.