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LRI Investments’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

LRI Investments’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 		$23.6K Hold
209
– – ﹤0.01% 721
2026
Q1 		$21.6K Hold
209
– – ﹤0.01% 676
2025
Q4 		$21.4K Hold
209
– – ﹤0.01% 681
2025
Q3 		$21.9K Hold
209
– – ﹤0.01% 697
2025
Q2 		$20.5K Buy
+209
New +$19.7K ﹤0.01% 702

Other funds holding XMHQ

FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
TCOT
Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
CWM
Clearview Wealth Management Irvine, California $156M AUM
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWG
Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return

LRI Investments's XMHQ Position: Q2 2026 in Review

LRI Investments held its Invesco S&P MidCap Quality ETF (XMHQ) position steady in Q2 2026 at 209 shares worth $23.6K. The position accounts for ﹤0.01% of the portfolio, ranked #721.

LRI Investments first reported a position in XMHQ in Q2 2025 and has held it in 5 quarters since. 83 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

  • LRI Investments held 209 shares of Invesco S&P MidCap Quality ETF worth $23.6K as of Q2 2026.
  • LRI Investments left its Invesco S&P MidCap Quality ETF share count unchanged in Q2 2026.
  • Invesco S&P MidCap Quality ETF made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #721 holding.
  • LRI Investments first reported a position in Invesco S&P MidCap Quality ETF in Q2 2025 and has held it in 5 quarters since.
  • 83 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.