Mascagni Wealth Management’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Mascagni Wealth 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	$6.11M	Sell	54,169 -1,158	-2%	-$126K	3.8%	4
2026 Q1	$5.72M	Buy	55,327 +4,635	+9%	+$492K	4.07%	4
2025 Q4	$5.19M	Sell	50,692 -344	-0.7%	-$35.5K	3.87%	5
2025 Q3	$5.36M	Sell	51,036 -4,315	-8%	-$444K	4.14%	3
2025 Q2	$5.44M	Buy	55,351 +3,046	+6%	+$288K	4.63%	2
2025 Q1	$4.79M	Hold	52,305	–	–	4.76%	2
2024 Q4	$4.79M	Buy	+52,305	New	+$5.42M	4.76%	2

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

Mascagni Wealth Management's XMHQ Position: Q2 2026 in Review

Mascagni Wealth Management reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 2.1% in Q2 2026, selling an estimated $126K and leaving 54,169 shares worth $6.11M. The position accounts for 3.8% of the portfolio, ranked #4.

Mascagni Wealth Management first reported a position in XMHQ in Q4 2024 and has held it in 7 quarters since. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Mascagni Wealth Management held 54,169 shares of Invesco S&P MidCap Quality ETF worth $6.11M as of Q2 2026.
Mascagni Wealth Management sold 1,158 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $126K.
Invesco S&P MidCap Quality ETF made up 3.8% of Mascagni Wealth Management's portfolio in Q2 2026, its #4 holding.
Mascagni Wealth Management first reported a position in Invesco S&P MidCap Quality ETF in Q4 2024 and has held it in 7 quarters since.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Mascagni Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.