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

LPL Financial’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	$459M	Sell	4,069,723 -371,608	-8%	-$40.5M	0.1%	204
2026 Q1	$459M	Sell	4,441,331 -180,799	-4%	-$19.2M	0.12%	173
2025 Q4	$473M	Sell	4,622,130 -327,955	-7%	-$33.8M	0.13%	159
2025 Q3	$520M	Buy	4,950,085 +35,481	+0.7%	+$3.65M	0.15%	136
2025 Q2	$483M	Sell	4,914,604 -277,794	-5%	-$26.2M	0.16%	133
2025 Q1	$475M	Sell	5,192,398 -148,846	-3%	-$14.5M	0.18%	118
2024 Q4	$526M	Buy	5,341,244 +381,123	+8%	+$39.5M	0.21%	103
2024 Q3	$509M	Buy	4,960,121 +356,196	+8%	+$35.3M	0.23%	97
2024 Q2	$447M	Buy	4,603,925 +1,090,518	+31%	+$114M	0.22%	95
2024 Q1	$387M	Buy	3,513,407 +648,897	+23%	+$63.5M	0.21%	101
2023 Q4	$254M	Buy	2,864,510 +1,094,456	+62%	+$89.9M	0.15%	126
2023 Q3	$143M	Buy	1,770,054 +492,142	+39%	+$40.4M	0.1%	183
2023 Q2	$103M	Buy	1,277,912 +183,639	+17%	+$13.7M	0.07%	241
2023 Q1	$80.3M	Buy	1,094,273 +109,296	+11%	+$7.99M	0.06%	283
2022 Q4	$68M	Buy	984,977 +292,455	+42%	+$20.4M	0.06%	306
2022 Q3	$43.1M	Buy	692,522 +80,623	+13%	+$5.46M	0.04%	390
2022 Q2	$38.9M	Buy	611,899 +111,147	+22%	+$7.72M	0.04%	406
2022 Q1	$37.8M	Buy	500,752 +179,918	+56%	+$13.7M	0.03%	429
2021 Q4	$25.7M	Buy	320,834 +97,393	+44%	+$7.77M	0.02%	581
2021 Q3	$17M	Buy	223,441 +62,314	+39%	+$4.82M	0.02%	695
2021 Q2	$12.5M	Buy	161,127 +2,487	+2%	+$194K	0.01%	792
2021 Q1	$12.1M	Buy	158,640 +53,393	+51%	+$3.9M	0.01%	740
2020 Q4	$7.05M	Buy	105,247 +37,263	+55%	+$2.31M	0.01%	921
2020 Q3	$3.72M	Buy	67,984 +51,906	+323%	+$2.87M	0.01%	1104
2020 Q2	$848K	Buy	16,078 +1,384	+9%	+$66.6K	﹤0.01%	1961
2020 Q1	$606K	Buy	14,694 +10,428	+244%	+$518K	﹤0.01%	1973
2019 Q4	$229K	Buy	4,266 +24	+0.6%	+$1.24K	﹤0.01%	2996
2019 Q3	$211K	Buy	+4,242	New	+$211K	﹤0.01%	2955
2019 Q2	–	Sell	-4,304	Closed	-$214K	–	3359
2019 Q1	$214K	Buy	+4,304	New	+$205K	﹤0.01%	2897

Other funds holding XMHQ

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial's XMHQ Position: Q2 2026 in Review

LPL Financial reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 8.4% in Q2 2026, selling an estimated $40.5M and leaving 4,069,723 shares worth $459M. The position accounts for 0.1% of the portfolio, ranked #204.

LPL Financial first reported a position in XMHQ in Q1 2019 and has held it in 29 quarters since. The position peaked at $526M in Q4 2024. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

LPL Financial held 4,069,723 shares of Invesco S&P MidCap Quality ETF worth $459M as of Q2 2026.
LPL Financial sold 371,608 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $40.5M.
Invesco S&P MidCap Quality ETF made up 0.1% of LPL Financial's portfolio in Q2 2026, its #204 holding.
LPL Financial first reported a position in Invesco S&P MidCap Quality ETF in Q1 2019 and has held it in 29 quarters since.
LPL Financial's Invesco S&P MidCap Quality ETF position peaked at $526M in Q4 2024.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.