Key Client Fiduciary Advisors’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Key Client Fiduciary 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	$755K	Sell	6,690 -864	-11%	-$94.1K	0.22%	91
2026 Q1	$781K	Sell	7,554 -161	-2%	-$17.1K	0.27%	83
2025 Q4	$790K	Sell	7,715 -247	-3%	-$25.5K	0.27%	79
2025 Q3	$836K	Buy	7,962 +253	+3%	+$26K	0.28%	75
2025 Q2	$757K	Buy	7,709 +7	+0.1%	+$661	0.31%	76
2025 Q1	$705K	Sell	7,702 -36	-0.5%	-$3.51K	0.32%	71
2024 Q4	$762K	Buy	7,738 +165	+2%	+$17.1K	0.34%	70
2024 Q3	$777K	Sell	7,573 -265	-3%	-$26.2K	0.35%	67
2024 Q2	$760K	Buy	7,838 +1,524	+24%	+$160K	0.38%	61
2024 Q1	$695K	Buy	+6,314	New	+$618K	0.37%	63

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

Key Client Fiduciary Advisors's XMHQ Position: Q2 2026 in Review

Key Client Fiduciary Advisors reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 11% in Q2 2026, selling an estimated $94.1K and leaving 6,690 shares worth $755K. The position accounts for 0.22% of the portfolio, ranked #91.

Key Client Fiduciary Advisors first reported a position in XMHQ in Q1 2024 and has held it in 10 quarters since. The position peaked at $836K in Q3 2025. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Key Client Fiduciary Advisors held 6,690 shares of Invesco S&P MidCap Quality ETF worth $755K as of Q2 2026.
Key Client Fiduciary Advisors sold 864 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $94.1K.
Invesco S&P MidCap Quality ETF made up 0.22% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #91 holding.
Key Client Fiduciary Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q1 2024 and has held it in 10 quarters since.
Key Client Fiduciary Advisors's Invesco S&P MidCap Quality ETF position peaked at $836K in Q3 2025.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.