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

Merit Financial Group’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 		$13M Buy
114,881
+2,695
+2% +$294K 0.08% 214
2026
Q1 		$11.6M Buy
112,186
+6,389
+6% +$678K 0.09% 206
2025
Q4 		$10.8M Buy
105,797
+15,000
+17% +$1.55M 0.09% 188
2025
Q3 		$9.53M Sell
90,797
-1,163
-1% -$120K 0.09% 178
2025
Q2 		$9.03M Sell
91,960
-2,856
-3% -$270K 0.1% 160
2025
Q1 		$8.68M Buy
94,816
+8,214
+9% +$801K 0.13% 130
2024
Q4 		$8.53M Buy
86,602
+48,985
+130% +$5.07M 0.15% 121
2024
Q3 		$3.86M Sell
37,617
-166
-0.4% -$16.4K 0.09% 182
2024
Q2 		$3.67M Buy
37,783
+6,956
+23% +$729K 0.08% 187
2024
Q1 		$3.23M Buy
30,827
+17,094
+124% +$1.67M 0.08% 202
2023
Q4 		$1.22M Buy
+13,733
New +$1.13M 0.04% 269

Other funds holding XMHQ

FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
TCOT
Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
CWM
Clearview Wealth Management Irvine, California $156M AUM
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
AWG
Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return
CPL
Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Merit Financial Group's XMHQ Position: Q2 2026 in Review

Merit Financial Group increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 2.4% in Q2 2026, buying an estimated $294K and bringing the position to 114,881 shares worth $13M. The position accounts for 0.08% of the portfolio, ranked #214.

Merit Financial Group first reported a position in XMHQ in Q4 2023 and has held it in 11 quarters since. 72 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

  • Merit Financial Group held 114,881 shares of Invesco S&P MidCap Quality ETF worth $13M as of Q2 2026.
  • Merit Financial Group bought 2,695 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $294K.
  • Invesco S&P MidCap Quality ETF made up 0.08% of Merit Financial Group's portfolio in Q2 2026, its #214 holding.
  • Merit Financial Group first reported a position in Invesco S&P MidCap Quality ETF in Q4 2023 and has held it in 11 quarters since.
  • 72 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.