Live Oak Investment Partners’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Live Oak Investment 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	$5.85M	Buy	51,820 +2,132	+4%	+$232K	3.15%	9
2026 Q1	$5.14M	Buy	49,688 +2,241	+5%	+$238K	3.03%	8
2025 Q4	$4.86M	Buy	47,447 +319	+0.7%	+$32.9K	2.99%	8
2025 Q3	$4.95M	Buy	47,128 +3,944	+9%	+$406K	3.28%	6
2025 Q2	$4.24M	Sell	43,184 -908	-2%	-$85.7K	3.26%	6
2025 Q1	$4.04M	Buy	+44,092	New	+$4.3M	3.18%	6
2024 Q4	–	Hold	0	–	–	–	6
2024 Q3	–	Hold	0	–	–	–	6
2024 Q2	–	Hold	0	–	–	–	6
2023 Q4	–	Hold	0	–	–	–	6

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

Live Oak Investment Partners's XMHQ Position: Q2 2026 in Review

Live Oak Investment Partners increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 4.3% in Q2 2026, buying an estimated $232K and bringing the position to 51,820 shares worth $5.85M. The position accounts for 3.15% of the portfolio, ranked #9.

Live Oak Investment Partners first reported a position in XMHQ in Q1 2025 and has held it in 6 quarters since. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Live Oak Investment Partners held 51,820 shares of Invesco S&P MidCap Quality ETF worth $5.85M as of Q2 2026.
Live Oak Investment Partners bought 2,132 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $232K.
Invesco S&P MidCap Quality ETF made up 3.15% of Live Oak Investment Partners's portfolio in Q2 2026, its #9 holding.
Live Oak Investment Partners first reported a position in Invesco S&P MidCap Quality ETF in Q1 2025 and has held it in 6 quarters since.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Live Oak Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.