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

Moneta Group 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	$414K	Buy	3,672 +614	+20%	+$66.9K	﹤0.01%	601
2026 Q1	$316K	Buy	3,058 +526	+21%	+$55.8K	﹤0.01%	615
2025 Q4	$259K	Sell	2,532 -71	-3%	-$7.32K	﹤0.01%	679
2025 Q3	$273K	Buy	2,603 +171	+7%	+$17.6K	﹤0.01%	651
2025 Q2	$239K	Sell	2,432 -339	-12%	-$32K	﹤0.01%	617
2025 Q1	$254K	Buy	2,771 +360	+15%	+$35.1K	﹤0.01%	564
2024 Q4	$237K	Buy	2,411 +75	+3%	+$7.76K	﹤0.01%	592
2024 Q3	$240K	Buy	+2,336	New	+$231K	﹤0.01%	575

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

Moneta Group Investment Advisors's XMHQ Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 20% in Q2 2026, buying an estimated $66.9K and bringing the position to 3,672 shares worth $414K. The position accounts for ﹤0.01% of the portfolio, ranked #601.

Moneta Group Investment Advisors first reported a position in XMHQ in Q3 2024 and has held it in 8 quarters since. 432 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Moneta Group Investment Advisors held 3,672 shares of Invesco S&P MidCap Quality ETF worth $414K as of Q2 2026.
Moneta Group Investment Advisors bought 614 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $66.9K.
Invesco S&P MidCap Quality ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #601 holding.
Moneta Group Investment Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q3 2024 and has held it in 8 quarters since.
432 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

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