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Milestone Investment Advisors’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Milestone Investment 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 		$2.81M Buy
24,926
+1,989
+9% +$217K 0.61% 40
2026
Q1 		$2.37M Sell
22,937
-2,641
-10% -$280K 0.57% 39
2025
Q4 		$2.62M Sell
25,578
-1,688
-6% -$174K 0.63% 39
2025
Q3 		$2.86M Sell
27,266
-6,061
-18% -$624K 0.71% 38
2025
Q2 		$3.27M Sell
33,327
-13,925
-29% -$1.31M 0.85% 37
2025
Q1 		$4.32M Sell
47,252
-118,731
-72% -$11.6M 1.2% 28
2024
Q4 		$16.3M Buy
165,983
+3,683
+2% +$381K 4.44% 5
2024
Q3 		$16.6M Sell
162,300
-11,696
-7% -$1.16M 4.66% 6
2024
Q2 		$16.9M Buy
173,996
+11,548
+7% +$1.21M 4.49% 6
2024
Q1 		$17.9M Buy
162,448
+27,889
+21% +$2.73M 4.82% 5
2023
Q4 		$11.9M Buy
134,559
+17,798
+15% +$1.46M 3.47% 8
2023
Q3 		$9.4M Buy
116,761
+77,749
+199% +$6.39M 2.68% 12
2023
Q2 		$3.15M Buy
+39,012
New +$2.92M 0.97% 27

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

Milestone Investment Advisors's XMHQ Position: Q2 2026 in Review

Milestone Investment Advisors increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 8.7% in Q2 2026, buying an estimated $217K and bringing the position to 24,926 shares worth $2.81M. The position accounts for 0.61% of the portfolio, ranked #40.

Milestone Investment Advisors first reported a position in XMHQ in Q2 2023 and has held it in 13 quarters since. The position peaked at $17.9M in Q1 2024. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

  • Milestone Investment Advisors held 24,926 shares of Invesco S&P MidCap Quality ETF worth $2.81M as of Q2 2026.
  • Milestone Investment Advisors bought 1,989 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $217K.
  • Invesco S&P MidCap Quality ETF made up 0.61% of Milestone Investment Advisors's portfolio in Q2 2026, its #40 holding.
  • Milestone Investment Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q2 2023 and has held it in 13 quarters since.
  • Milestone Investment Advisors's Invesco S&P MidCap Quality ETF position peaked at $17.9M in Q1 2024.
  • 431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.