Legacy Financial Advisors’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Legacy Financial 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	$1.48M	Buy	13,106 +944	+8%	+$103K	0.18%	95
2026 Q1	$1.26M	Buy	12,162 +1,420	+13%	+$151K	0.18%	102
2025 Q4	$1.1M	Buy	10,742 +809	+8%	+$83.5K	0.15%	118
2025 Q3	$1.04M	Buy	9,933 +367	+4%	+$37.8K	0.14%	119
2025 Q2	$940K	Buy	9,566 +2,117	+28%	+$200K	0.15%	112
2025 Q1	$682K	Sell	7,449 -117	-2%	-$11.4K	0.11%	153
2024 Q4	$745K	Sell	7,566 -786	-9%	-$81.4K	0.12%	139
2024 Q3	$857K	Sell	8,352 -59	-0.7%	-$5.84K	0.14%	115
2024 Q2	$816K	Buy	+8,411	New	+$882K	0.15%	115

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

Legacy Financial Advisors's XMHQ Position: Q2 2026 in Review

Legacy Financial Advisors increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 7.8% in Q2 2026, buying an estimated $103K and bringing the position to 13,106 shares worth $1.48M. The position accounts for 0.18% of the portfolio, ranked #95.

Legacy Financial Advisors first reported a position in XMHQ in Q2 2024 and has held it in 9 quarters since. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Legacy Financial Advisors held 13,106 shares of Invesco S&P MidCap Quality ETF worth $1.48M as of Q2 2026.
Legacy Financial Advisors bought 944 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $103K.
Invesco S&P MidCap Quality ETF made up 0.18% of Legacy Financial Advisors's portfolio in Q2 2026, its #95 holding.
Legacy Financial Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q2 2024 and has held it in 9 quarters since.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.