MWM

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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$8.67M	Buy	88,209 +2,633	+3%	+$259K	0.22%	105
2025 Q1	$7.83M	Buy	85,576 +17,262	+25%	+$1.58M	0.25%	87
2024 Q4	$6.73M	Buy	+68,314	New	+$6.73M	0.25%	85