Mutual Advisors’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Mutual 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	$1.06M	Buy	9,355 +1,509	+19%	+$164K	0.02%	635
2026 Q1	$811K	Buy	7,846 +2,681	+52%	+$284K	0.02%	680
2025 Q4	$529K	Buy	5,165 +169	+3%	+$17.4K	0.01%	851
2025 Q3	$525K	Buy	4,996 +384	+8%	+$39.5K	0.01%	834
2025 Q2	$481K	Buy	4,612 +1,251	+37%	+$118K	0.01%	795
2025 Q1	$308K	Sell	3,361 -5,016	-60%	-$489K	0.01%	897
2024 Q4	$855K	Buy	8,377 +1,425	+20%	+$148K	0.02%	532
2024 Q3	$703K	Buy	6,952 +457	+7%	+$45.3K	0.02%	594
2024 Q2	$660K	Buy	6,495 +2,631	+68%	+$276K	0.02%	613
2024 Q1	$425K	Buy	+3,864	New	+$378K	0.01%	751

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

Mutual Advisors's XMHQ Position: Q2 2026 in Review

Mutual Advisors increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 19% in Q2 2026, buying an estimated $164K and bringing the position to 9,355 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #635.

Mutual Advisors first reported a position in XMHQ in Q1 2024 and has held it in 10 quarters since. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Mutual Advisors held 9,355 shares of Invesco S&P MidCap Quality ETF worth $1.06M as of Q2 2026.
Mutual Advisors bought 1,509 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $164K.
Invesco S&P MidCap Quality ETF made up 0.02% of Mutual Advisors's portfolio in Q2 2026, its #635 holding.
Mutual Advisors first reported a position in Invesco S&P MidCap Quality ETF in Q1 2024 and has held it in 10 quarters since.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

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