JWA
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JFS Wealth Advisors’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

JFS Wealth Advisors’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 		$700K Hold
6,200
– – 0.03% 209
2026
Q1 		$641K Hold
6,200
– – 0.04% 208
2025
Q4 		$635K Hold
6,200
– – 0.04% 206
2025
Q3 		$651K Hold
6,200
– – 0.04% 201
2025
Q2 		$609K Hold
6,200
– – 0.04% 190
2025
Q1 		$567K Hold
6,200
– – 0.04% 186
2024
Q4 		$611K Hold
6,200
– – 0.04% 175
2024
Q3 		$636K Hold
6,200
– – 0.04% 177
2024
Q2 		$602K Hold
6,200
– – 0.05% 144
2024
Q1 		$682K Buy
+6,200
New +$607K 0.05% 140

Other funds holding XMHQ

FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
TCOT
Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
CWM
Clearview Wealth Management Irvine, California $156M AUM
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWG
Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return

JFS Wealth Advisors's XMHQ Position: Q2 2026 in Review

JFS Wealth Advisors held its Invesco S&P MidCap Quality ETF (XMHQ) position steady in Q2 2026 at 6,200 shares worth $700K. The position accounts for 0.03% of the portfolio, ranked #209.

JFS Wealth Advisors first reported a position in XMHQ in Q1 2024 and has held it in 10 quarters since. 84 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

  • JFS Wealth Advisors held 6,200 shares of Invesco S&P MidCap Quality ETF worth $700K as of Q2 2026.
  • JFS Wealth Advisors left its Invesco S&P MidCap Quality ETF share count unchanged in Q2 2026.
  • Invesco S&P MidCap Quality ETF made up 0.03% of JFS Wealth Advisors's portfolio in Q2 2026, its #209 holding.
  • JFS Wealth Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q1 2024 and has held it in 10 quarters since.
  • 84 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.