MPW
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Melone Private Wealth’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Melone Private Wealth’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 		$3.77M Buy
33,416
+282
+0.9% +$30.7K 1.44% 23
2026
Q1 		$3.43M Buy
33,134
+9,116
+38% +$967K 1.4% 23
2025
Q4 		$2.46M Buy
+24,018
New +$2.48M 1.04% 24

Other funds holding XMHQ

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
TCOT
Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return
KAS
KPP Advisory Services Louisville, Kentucky $791M AUM 28.5% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return

Melone Private Wealth's XMHQ Position: Q2 2026 in Review

Melone Private Wealth increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 0.85% in Q2 2026, buying an estimated $30.7K and bringing the position to 33,416 shares worth $3.77M. The position accounts for 1.44% of the portfolio, ranked #23.

Melone Private Wealth first reported a position in XMHQ in Q4 2025 and has held it in 3 quarters since. 193 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

  • Melone Private Wealth held 33,416 shares of Invesco S&P MidCap Quality ETF worth $3.77M as of Q2 2026.
  • Melone Private Wealth bought 282 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $30.7K.
  • Invesco S&P MidCap Quality ETF made up 1.44% of Melone Private Wealth's portfolio in Q2 2026, its #23 holding.
  • Melone Private Wealth first reported a position in Invesco S&P MidCap Quality ETF in Q4 2025 and has held it in 3 quarters since.
  • 193 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Melone Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.