Marshall Investment Management’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Marshall Investment Management’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	$10.8M	Buy	+95,805	New	+$10.4M	4.49%	3

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

Marshall Investment Management's XMHQ Position: Q2 2026 in Review

Marshall Investment Management opened a new position in Invesco S&P MidCap Quality ETF (XMHQ) in Q2 2026: 95,805 shares worth $10.8M. The stake represents 4.49% of the portfolio and ranks #3 among its holdings.

431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Marshall Investment Management held 95,805 shares of Invesco S&P MidCap Quality ETF worth $10.8M as of Q2 2026.
Invesco S&P MidCap Quality ETF was a new Marshall Investment Management position in Q2 2026.
Invesco S&P MidCap Quality ETF made up 4.49% of Marshall Investment Management's portfolio in Q2 2026, its #3 holding.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.