Narus Financial Partners’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Narus Financial 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
2026 Q2	$568K	Sell	5,034 -243	-5%	-$26.5K	0.15%	100
2026 Q1	$545K	Buy	5,277 +1,329	+34%	+$141K	0.14%	93
2025 Q4	$404K	Buy	3,948 +126	+3%	+$13K	0.11%	112
2025 Q3	$401K	Buy	3,822 +1,170	+44%	+$120K	0.11%	112
2025 Q2	$261K	Sell	2,652 -147	-5%	-$13.9K	0.08%	126
2025 Q1	$256K	Sell	2,799 -831	-23%	-$81K	0.09%	121
2024 Q4	$357K	Buy	3,630 +1,055	+41%	+$109K	0.12%	107
2024 Q3	$264K	Buy	+2,575	New	+$255K	0.09%	124

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

Narus Financial Partners's XMHQ Position: Q2 2026 in Review

Narus Financial Partners reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 4.6% in Q2 2026, selling an estimated $26.5K and leaving 5,034 shares worth $568K. The position accounts for 0.15% of the portfolio, ranked #100.

Narus Financial Partners first reported a position in XMHQ in Q3 2024 and has held it in 8 quarters since. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

Narus Financial Partners held 5,034 shares of Invesco S&P MidCap Quality ETF worth $568K as of Q2 2026.
Narus Financial Partners sold 243 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $26.5K.
Invesco S&P MidCap Quality ETF made up 0.15% of Narus Financial Partners's portfolio in Q2 2026, its #100 holding.
Narus Financial Partners first reported a position in Invesco S&P MidCap Quality ETF in Q3 2024 and has held it in 8 quarters since.
431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.