Landmark Wealth Management (Illinois)’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Landmark Wealth Management (Illinois)’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
2025 Q2	–	Sell	-9,135	Closed	-$836K	–	53
2025 Q1	$836K	Sell	9,135 -82,743	-90%	-$8.06M	0.4%	38
2024 Q4	$9.05M	Sell	91,878 -6,338	-6%	-$656K	4.41%	8
2024 Q3	$10.1M	Buy	98,216 +8,793	+10%	+$871K	5.02%	7
2024 Q2	$8.68M	Buy	+89,423	New	+$9.38M	4.78%	7

Other funds holding XMHQ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Landmark Wealth Management (Illinois)'s XMHQ Position: Q2 2025 in Review

Landmark Wealth Management (Illinois) sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q2 2025, closing a stake of 9,135 shares — an estimated $836K sold.

Landmark Wealth Management (Illinois) first reported a position in XMHQ in Q2 2024 and held it in 4 quarters. The position peaked at $10.1M in Q3 2024. 393 funds tracked by Wall St. Rank hold XMHQ as of Q2 2025.

Landmark Wealth Management (Illinois) reported no remaining Invesco S&P MidCap Quality ETF position as of Q2 2025 after selling out during the quarter.
Landmark Wealth Management (Illinois) sold 9,135 Invesco S&P MidCap Quality ETF shares in Q2 2025, an estimated $836K.
Landmark Wealth Management (Illinois) first reported a position in Invesco S&P MidCap Quality ETF in Q2 2024 and held it in 4 quarters.
Landmark Wealth Management (Illinois)'s Invesco S&P MidCap Quality ETF position peaked at $10.1M in Q3 2024.
393 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2025.

Based on Landmark Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 5 Aug 2025.