Mosaic Family Wealth Partners’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Mosaic Family Wealth Partners’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
2025 Q2	–	Sell	-2,978	Closed	-$273K	–	234
2025 Q1	$273K	Sell	2,978 -112	-4%	-$10.9K	0.04%	182
2024 Q4	$304K	Buy	3,090 +79	+3%	+$8.18K	0.04%	170
2024 Q3	$309K	Buy	3,011 +165	+6%	+$16.3K	0.05%	163
2024 Q2	$276K	Sell	2,846 -211	-7%	-$22.1K	0.04%	162
2024 Q1	$336K	Buy	3,057 +339	+12%	+$33.2K	0.06%	146
2023 Q4	$241K	Buy	+2,718	New	+$223K	0.04%	169
2023 Q3	–	Sell	-2,725	Closed	-$220K	–	186
2023 Q2	$220K	Buy	+2,725	New	+$204K	0.04%	172

Other funds holding XMHQ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mosaic Family Wealth Partners's XMHQ Position: Q2 2025 in Review

Mosaic Family Wealth Partners sold out of Invesco S&P MidCap Quality ETF (XMHQ) in Q2 2025, closing a stake of 2,978 shares — an estimated $273K sold.

Mosaic Family Wealth Partners first reported a position in XMHQ in Q2 2023 and held it in 7 quarters. The position peaked at $336K in Q1 2024. 393 funds tracked by Wall St. Rank hold XMHQ as of Q2 2025.

Mosaic Family Wealth Partners reported no remaining Invesco S&P MidCap Quality ETF position as of Q2 2025 after selling out during the quarter.
Mosaic Family Wealth Partners sold 2,978 Invesco S&P MidCap Quality ETF shares in Q2 2025, an estimated $273K.
Mosaic Family Wealth Partners first reported a position in Invesco S&P MidCap Quality ETF in Q2 2023 and held it in 7 quarters.
Mosaic Family Wealth Partners's Invesco S&P MidCap Quality ETF position peaked at $336K in Q1 2024.
393 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2025.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2025, filed 11 Aug 2025.