MPWM Advisory Solutions’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

MPWM Advisory Solutions’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	$215K	Sell	1,904 -50	-3%	-$5.45K	0.1%	103
2026 Q1	$202K	Buy	1,954 +919	+89%	+$97.5K	0.11%	102
2025 Q4	$106K	Hold	1,035	–	–	0.06%	123
2025 Q3	$109K	Hold	1,035	–	–	0.06%	110
2025 Q2	$102K	Hold	1,035	–	–	0.06%	108
2025 Q1	$94.7K	Sell	1,035 -366	-26%	-$35.7K	0.07%	98
2024 Q4	$138K	Buy	+1,401	New	+$145K	0.1%	87

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

MPWM Advisory Solutions's XMHQ Position: Q2 2026 in Review

MPWM Advisory Solutions reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 2.6% in Q2 2026, selling an estimated $5.45K and leaving 1,904 shares worth $215K. The position accounts for 0.1% of the portfolio, ranked #103.

MPWM Advisory Solutions first reported a position in XMHQ in Q4 2024 and has held it in 7 quarters since. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

MPWM Advisory Solutions held 1,904 shares of Invesco S&P MidCap Quality ETF worth $215K as of Q2 2026.
MPWM Advisory Solutions sold 50 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $5.45K.
Invesco S&P MidCap Quality ETF made up 0.1% of MPWM Advisory Solutions's portfolio in Q2 2026, its #103 holding.
MPWM Advisory Solutions first reported a position in Invesco S&P MidCap Quality ETF in Q4 2024 and has held it in 7 quarters since.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.