MF
XMHQ icon

Meridian Financial’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Meridian Financial’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 		$666K Sell
5,898
-91
-2% -$9.91K 0.32% 65
2026
Q1 		$619K Sell
5,989
-366
-6% -$38.8K 0.34% 60
2025
Q4 		$651K Sell
6,355
-619
-9% -$63.9K 0.35% 57
2025
Q3 		$732K Sell
6,974
-208
-3% -$21.4K 0.41% 51
2025
Q2 		$706K Buy
7,182
+100
+1% +$9.44K 0.46% 47
2025
Q1 		$648K Sell
7,082
-460
-6% -$44.8K 0.45% 45
2024
Q4 		$743K Sell
7,542
-123
-2% -$12.7K 0.51% 42
2024
Q3 		$786K Sell
7,665
-239
-3% -$23.7K 0.53% 41
2024
Q2 		$767K Buy
7,904
+1,720
+28% +$180K 0.56% 39
2024
Q1 		$680K Buy
6,184
+1,276
+26% +$125K 0.51% 42
2023
Q4 		$435K Buy
4,908
+1,122
+30% +$92.2K 0.34% 58
2023
Q3 		$305K Sell
3,786
-59
-2% -$4.85K 0.28% 67
2023
Q2 		$310K Hold
3,845
– – 0.28% 68
2023
Q1 		$282K Hold
3,845
– – 0.27% 71
2022
Q4 		$266K Hold
3,845
– – 0.28% 70
2022
Q3 		$240K Buy
3,845
+125
+3% +$8.47K 0.28% 70
2022
Q2 		$236K Hold
3,720
– – 0.27% 77
2022
Q1 		$281K Buy
3,720
+300
+9% +$22.9K 0.29% 63
2021
Q4 		$274K Buy
+3,420
New +$273K 0.26% 70

Other funds holding XMHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Meridian Financial's XMHQ Position: Q2 2026 in Review

Meridian Financial reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 1.5% in Q2 2026, selling an estimated $9.91K and leaving 5,898 shares worth $666K. The position accounts for 0.32% of the portfolio, ranked #65.

Meridian Financial first reported a position in XMHQ in Q4 2021 and has held it in 19 quarters since. The position peaked at $786K in Q3 2024. 432 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

  • Meridian Financial held 5,898 shares of Invesco S&P MidCap Quality ETF worth $666K as of Q2 2026.
  • Meridian Financial sold 91 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $9.91K.
  • Invesco S&P MidCap Quality ETF made up 0.32% of Meridian Financial's portfolio in Q2 2026, its #65 holding.
  • Meridian Financial first reported a position in Invesco S&P MidCap Quality ETF in Q4 2021 and has held it in 19 quarters since.
  • Meridian Financial's Invesco S&P MidCap Quality ETF position peaked at $786K in Q3 2024.
  • 432 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Meridian Financial's 13F filing for Q2 2026, filed 22 Jul 2026.