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

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Clearview Wealth Management Irvine, California $156M AUM

XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return

Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM

Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return