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Newbridge Financial Services Group’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Newbridge Financial Services Group’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 		$476K Hold
4,215
– – 0.06% 172
2026
Q1 		$436K Sell
4,215
-340
-7% -$36.1K 0.07% 155
2025
Q4 		$467K Hold
4,555
– – 0.07% 149
2025
Q3 		$478K Sell
4,555
-395
-8% -$40.7K 0.07% 192
2025
Q2 		$486K Sell
4,950
-1,150
-19% -$109K 0.08% 188
2025
Q1 		$558K Sell
6,100
-2,915
-32% -$284K 0.14% 111
2024
Q4 		$888K Sell
9,015
-165
-2% -$17.1K 0.23% 78
2024
Q3 		$942K Buy
9,180
+415
+5% +$41.1K 0.33% 65
2024
Q2 		$850K Sell
8,765
-65
-0.7% -$6.82K 0.32% 61
2024
Q1 		$972K Buy
8,830
+601
+7% +$58.8K 0.42% 52
2023
Q4 		$730K Sell
8,229
-56
-0.7% -$4.6K 0.36% 63
2023
Q3 		$667K Sell
8,285
-65
-0.8% -$5.34K 0.34% 56
2023
Q2 		$674K Sell
8,350
-140
-2% -$10.5K 0.33% 56
2023
Q1 		$623K Sell
8,490
-15
-0.2% -$1.1K 0.33% 66
2022
Q4 		$587K Sell
8,505
-595
-7% -$41.5K 0.34% 65
2022
Q3 		$567K Sell
9,100
-30
-0.3% -$2.03K 0.33% 66
2022
Q2 		$580K Buy
9,130
+190
+2% +$13.2K 0.36% 66
2022
Q1 		$675K Hold
8,940
– – 0.33% 60
2021
Q4 		$717K Buy
8,940
+110
+1% +$8.78K 0.34% 67
2021
Q3 		$671K Hold
8,830
– – 0.42% 46
2021
Q2 		$683K Hold
8,830
– – 0.42% 47
2021
Q1 		$672K Buy
8,830
+8,355
+1,759% +$610K 0.49% 38
2020
Q4 		$32K Buy
+475
New +$29.4K 0.03% 435

Other funds holding XMHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Newbridge Financial Services Group's XMHQ Position: Q2 2026 in Review

Newbridge Financial Services Group held its Invesco S&P MidCap Quality ETF (XMHQ) position steady in Q2 2026 at 4,215 shares worth $476K. The position accounts for 0.06% of the portfolio, ranked #172.

Newbridge Financial Services Group first reported a position in XMHQ in Q4 2020 and has held it in 23 quarters since. The position peaked at $972K in Q1 2024. 431 funds tracked by Wall St. Rank hold XMHQ as of Q2 2026.

  • Newbridge Financial Services Group held 4,215 shares of Invesco S&P MidCap Quality ETF worth $476K as of Q2 2026.
  • Newbridge Financial Services Group left its Invesco S&P MidCap Quality ETF share count unchanged in Q2 2026.
  • Invesco S&P MidCap Quality ETF made up 0.06% of Newbridge Financial Services Group's portfolio in Q2 2026, its #172 holding.
  • Newbridge Financial Services Group first reported a position in Invesco S&P MidCap Quality ETF in Q4 2020 and has held it in 23 quarters since.
  • Newbridge Financial Services Group's Invesco S&P MidCap Quality ETF position peaked at $972K in Q1 2024.
  • 431 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.