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

NBZ 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	$14.6M	Sell	129,534 -1,395	-1%	-$152K	5.7%	7
2026 Q1	$13.5M	Buy	130,929 +8,266	+7%	+$877K	5.91%	8
2025 Q4	$12.6M	Buy	122,663 +10,896	+10%	+$1.12M	5.47%	10
2025 Q3	$11.7M	Buy	111,767 +11,642	+12%	+$1.2M	6.12%	8
2025 Q2	$9.84M	Buy	100,125 +3,173	+3%	+$300K	5.6%	7
2025 Q1	$8.87M	Buy	96,952 +20,578	+27%	+$2.01M	5.11%	6
2024 Q4	$7.52M	Buy	+76,374	New	+$7.91M	4.2%	8

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

NBZ Investment Advisors's XMHQ Position: Q2 2026 in Review

NBZ Investment Advisors reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 1.1% in Q2 2026, selling an estimated $152K and leaving 129,534 shares worth $14.6M. The position accounts for 5.7% of the portfolio, ranked #7.

NBZ Investment Advisors 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.

NBZ Investment Advisors held 129,534 shares of Invesco S&P MidCap Quality ETF worth $14.6M as of Q2 2026.
NBZ Investment Advisors sold 1,395 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $152K.
Invesco S&P MidCap Quality ETF made up 5.7% of NBZ Investment Advisors's portfolio in Q2 2026, its #7 holding.
NBZ Investment Advisors 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 NBZ Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.