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

Meridian 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
2025 Q3	–	Sell	-58,002	Closed	-$5.7M	–	732
2025 Q2	$5.7M	Buy	58,002 +4,207	+8%	+$397K	0.24%	96
2025 Q1	$4.92M	Buy	53,795 +117	+0.2%	+$11.4K	0.24%	93
2024 Q4	$5.29M	Sell	53,678 -914	-2%	-$94.6K	0.25%	88
2024 Q3	$5.6M	Buy	54,592 +18,241	+50%	+$1.81M	0.28%	79
2024 Q2	$3.53M	Buy	+36,351	New	+$3.81M	0.42%	57
2024 Q1	–	Sell	-21,237	Closed	-$1.88M	–	590
2023 Q4	$1.88M	Buy	+21,237	New	+$1.74M	0.12%	177

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 $11.8B AUM 9.48% 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 $71.6B AUM 21.08% 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

Meridian Wealth Management's XMHQ Position: Q3 2025 in Review

Meridian Wealth Management sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q3 2025, closing a stake of 58,002 shares — an estimated $5.7M sold.

Meridian Wealth Management first reported a position in XMHQ in Q4 2023 and held it in 6 quarters. The position peaked at $5.7M in Q2 2025. 395 funds tracked by Wall St. Rank hold XMHQ as of Q3 2025.

Meridian Wealth Management reported no remaining Invesco S&P MidCap Quality ETF position as of Q3 2025 after selling out during the quarter.
Meridian Wealth Management sold 58,002 Invesco S&P MidCap Quality ETF shares in Q3 2025, an estimated $5.7M.
Meridian Wealth Management first reported a position in Invesco S&P MidCap Quality ETF in Q4 2023 and held it in 6 quarters.
Meridian Wealth Management's Invesco S&P MidCap Quality ETF position peaked at $5.7M in Q2 2025.
395 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q3 2025.

Based on Meridian Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.