New Insight Wealth Advisors’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

New Insight Wealth 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	$3.93M	Buy	34,786 +6,109	+21%	+$665K	1.16%	28
2026 Q1	$2.96M	Sell	28,677 -80	-0.3%	-$8.49K	1.06%	28
2025 Q4	$2.95M	Buy	28,757 +2,965	+11%	+$306K	1.05%	26
2025 Q3	$2.71M	Buy	25,792 +2,447	+10%	+$252K	1.02%	27
2025 Q2	$2.29M	Buy	23,345 +495	+2%	+$46.7K	0.94%	25
2025 Q1	$2.09M	Buy	22,850 +9,022	+65%	+$879K	0.95%	24
2024 Q4	$1.36M	Buy	13,828 +7,813	+130%	+$809K	0.68%	28
2024 Q3	$617K	Buy	+6,015	New	+$596K	0.32%	41

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

New Insight Wealth Advisors's XMHQ Position: Q2 2026 in Review

New Insight Wealth Advisors increased its Invesco S&P MidCap Quality ETF (XMHQ) stake by 21% in Q2 2026, buying an estimated $665K and bringing the position to 34,786 shares worth $3.93M. The position accounts for 1.16% of the portfolio, ranked #28.

New Insight Wealth Advisors 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.

New Insight Wealth Advisors held 34,786 shares of Invesco S&P MidCap Quality ETF worth $3.93M as of Q2 2026.
New Insight Wealth Advisors bought 6,109 Invesco S&P MidCap Quality ETF shares in Q2 2026, an estimated $665K.
Invesco S&P MidCap Quality ETF made up 1.16% of New Insight Wealth Advisors's portfolio in Q2 2026, its #28 holding.
New Insight Wealth Advisors 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 New Insight Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.