MFA Wealth Advisors’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

MFA Wealth Advisors’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	–	Sell	-3,195	Closed	-$330K	–	105
2026 Q1	$330K	Sell	3,195 -13,453	-81%	-$1.43M	0.07%	73
2025 Q4	$1.71M	Sell	16,648 -10,111	-38%	-$1.04M	0.36%	40
2025 Q3	$2.81M	Sell	26,759 -2,339	-8%	-$241K	0.61%	34
2025 Q2	$2.86M	Sell	29,098 -40,964	-58%	-$3.87M	0.67%	33
2025 Q1	$6.41M	Buy	70,062 +4,359	+7%	+$425K	1.59%	18
2024 Q4	$6.47M	Buy	65,703 +3,466	+6%	+$359K	1.66%	19
2024 Q3	$6.38M	Buy	62,237 +448	+0.7%	+$44.4K	1.4%	24
2024 Q2	$6M	Sell	61,789 -1,540	-2%	-$161K	1.31%	24
2024 Q1	$6.97M	Buy	+63,329	New	+$6.2M	1.83%	18

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

MFA Wealth Advisors's XMHQ Position: Q2 2026 in Review

MFA Wealth Advisors sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q2 2026, closing a stake of 3,195 shares — an estimated $330K sold.

MFA Wealth Advisors first reported a position in XMHQ in Q1 2024 and held it in 9 quarters. The position peaked at $6.97M in Q1 2024. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

MFA Wealth Advisors reported no remaining Invesco S&P MidCap Quality ETF position as of Q2 2026 after selling out during the quarter.
MFA Wealth Advisors sold 3,195 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $330K.
MFA Wealth Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q1 2024 and held it in 9 quarters.
MFA Wealth Advisors's Invesco S&P MidCap Quality ETF position peaked at $6.97M in Q1 2024.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on MFA Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.