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

Kingswood 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	$2.14M	Sell	18,970 -927	-5%	-$101K	0.09%	248
2026 Q1	$2.06M	Sell	19,897 -2,943	-13%	-$312K	0.1%	235
2025 Q4	$2.34M	Sell	22,840 -1,172	-5%	-$121K	0.11%	182
2025 Q3	$2.52M	Sell	24,012 -3,793	-14%	-$390K	0.15%	148
2025 Q2	$2.73M	Sell	27,805 -3,711	-12%	-$350K	0.22%	108
2025 Q1	$2.89M	Buy	31,516 +4,223	+15%	+$412K	0.26%	90
2024 Q4	$2.69M	Buy	27,293 +18,244	+202%	+$1.89M	0.2%	111
2024 Q3	$928K	Buy	+9,049	New	+$896K	0.07%	310

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

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

Kingswood Wealth Advisors reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 4.7% in Q2 2026, selling an estimated $101K and leaving 18,970 shares worth $2.14M. The position accounts for 0.09% of the portfolio, ranked #248.

Kingswood Wealth Advisors first reported a position in XMHQ in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.89M in Q1 2025. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Kingswood Wealth Advisors held 18,970 shares of Invesco S&P MidCap Quality ETF worth $2.14M as of Q2 2026.
Kingswood Wealth Advisors sold 927 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $101K.
Invesco S&P MidCap Quality ETF made up 0.09% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #248 holding.
Kingswood Wealth Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q3 2024 and has held it in 8 quarters since.
Kingswood Wealth Advisors's Invesco S&P MidCap Quality ETF position peaked at $2.89M in Q1 2025.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.