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

Modern 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
2026 Q2	$6.39M	Sell	56,580 -26,760	-32%	-$2.91M	0.08%	231
2026 Q1	$8.7M	Sell	83,340 -3,518	-4%	-$373K	0.15%	145
2025 Q4	$8.9M	Buy	86,858 +21	+0%	+$2.17K	0.16%	139
2025 Q3	$9.11M	Buy	86,837 +1,041	+1%	+$107K	0.18%	129
2025 Q2	$8.43M	Buy	85,796 +220	+0.3%	+$20.8K	0.21%	110
2025 Q1	$7.83M	Buy	85,576 +17,262	+25%	+$1.68M	0.25%	87
2024 Q4	$6.73M	Buy	+68,314	New	+$7.07M	0.25%	85

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

Modern Wealth Management's XMHQ Position: Q2 2026 in Review

Modern Wealth Management reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 32% in Q2 2026, selling an estimated $2.91M and leaving 56,580 shares worth $6.39M. The position accounts for 0.08% of the portfolio, ranked #231.

Modern Wealth Management first reported a position in XMHQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.11M in Q3 2025. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Modern Wealth Management held 56,580 shares of Invesco S&P MidCap Quality ETF worth $6.39M as of Q2 2026.
Modern Wealth Management sold 26,760 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $2.91M.
Invesco S&P MidCap Quality ETF made up 0.08% of Modern Wealth Management's portfolio in Q2 2026, its #231 holding.
Modern Wealth Management first reported a position in Invesco S&P MidCap Quality ETF in Q4 2024 and has held it in 7 quarters since.
Modern Wealth Management's Invesco S&P MidCap Quality ETF position peaked at $9.11M in Q3 2025.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.