KMG Fiduciary Partners’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

KMG Fiduciary Partners’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	$1.16M	Sell	10,292 -4,191	-29%	-$456K	0.11%	120
2026 Q1	$1.5M	Buy	14,483 +273	+2%	+$29K	0.11%	147
2025 Q4	$1.46M	Buy	14,210 +214	+2%	+$22.1K	0.1%	150
2025 Q3	$1.47M	Sell	13,996 -472	-3%	-$48.6K	0.1%	164
2025 Q2	$1.42M	Buy	14,468 +591	+4%	+$55.8K	0.11%	163
2025 Q1	$1.27M	Buy	13,877 +1,446	+12%	+$141K	0.11%	163
2024 Q4	$1.22M	Buy	12,431 +1,446	+13%	+$150K	0.1%	163
2024 Q3	$1.13M	Buy	+10,985	New	+$1.09M	0.1%	163

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

KMG Fiduciary Partners's XMHQ Position: Q2 2026 in Review

KMG Fiduciary Partners reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 29% in Q2 2026, selling an estimated $456K and leaving 10,292 shares worth $1.16M. The position accounts for 0.11% of the portfolio, ranked #120.

KMG Fiduciary Partners first reported a position in XMHQ in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.5M in Q1 2026. 432 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

KMG Fiduciary Partners held 10,292 shares of Invesco S&P MidCap Quality ETF worth $1.16M as of Q2 2026.
KMG Fiduciary Partners sold 4,191 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $456K.
Invesco S&P MidCap Quality ETF made up 0.11% of KMG Fiduciary Partners's portfolio in Q2 2026, its #120 holding.
KMG Fiduciary Partners first reported a position in Invesco S&P MidCap Quality ETF in Q3 2024 and has held it in 8 quarters since.
KMG Fiduciary Partners's Invesco S&P MidCap Quality ETF position peaked at $1.5M in Q1 2026.
432 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.