LWM Advisory Services’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

LWM Advisory Services’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 Q3	–	Sell	-13,721	Closed	-$1.35M	–	98
2025 Q2	$1.35M	Sell	13,721 -249	-2%	-$23.5K	0.93%	22
2025 Q1	$1.28M	Sell	13,970 -7,029	-33%	-$685K	0.89%	25
2024 Q4	$2.07M	Sell	20,999 -3,512	-14%	-$364K	1.44%	17
2024 Q3	$2.51M	Sell	24,511 -1,803	-7%	-$179K	1.86%	15
2024 Q2	$2.55M	Buy	26,314 +4,584	+21%	+$481K	2.14%	13
2024 Q1	$2.39M	Buy	21,730 +4,017	+23%	+$393K	1.92%	13
2023 Q4	$1.57M	Sell	17,713 -38	-0.2%	-$3.12K	1.38%	16
2023 Q3	$1.43M	Buy	+17,751	New	+$1.46M	1.53%	14

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

LWM Advisory Services's XMHQ Position: Q3 2025 in Review

LWM Advisory Services sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q3 2025, closing a stake of 13,721 shares — an estimated $1.35M sold.

LWM Advisory Services first reported a position in XMHQ in Q3 2023 and held it in 8 quarters. The position peaked at $2.55M in Q2 2024. 395 funds tracked by Wall St. Rank hold XMHQ as of Q3 2025.

LWM Advisory Services reported no remaining Invesco S&P MidCap Quality ETF position as of Q3 2025 after selling out during the quarter.
LWM Advisory Services sold 13,721 Invesco S&P MidCap Quality ETF shares in Q3 2025, an estimated $1.35M.
LWM Advisory Services first reported a position in Invesco S&P MidCap Quality ETF in Q3 2023 and held it in 8 quarters.
LWM Advisory Services's Invesco S&P MidCap Quality ETF position peaked at $2.55M in Q2 2024.
395 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q3 2025.

Based on LWM Advisory Services's 13F filing for Q3 2025, filed 25 Nov 2025.