NewEdge Wealth’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

NewEdge Wealth’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 Q1	$7.95M	Sell	76,894 -2,676	-3%	-$284K	0.09%	154
2025 Q4	$8.15M	Sell	79,570 -4,039	-5%	-$417K	0.09%	157
2025 Q3	$8.6M	Sell	83,609 -11,795	-12%	-$1.21M	0.12%	139
2025 Q2	$9.58M	Sell	95,404 -5,271	-5%	-$498K	0.15%	121
2025 Q1	$9.21M	Buy	100,675 +11,269	+13%	+$1.1M	0.17%	116
2024 Q4	$8.8M	Buy	89,406 +83,218	+1,345%	+$8.62M	0.15%	121
2024 Q3	$635K	Sell	6,188 -465	-7%	-$46.1K	0.01%	569
2024 Q2	$646K	Buy	+6,653	New	+$698K	0.01%	489

Other funds holding XMHQ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NewEdge Wealth's XMHQ Position: Q1 2026 in Review

NewEdge Wealth reduced its Invesco S&P MidCap Quality ETF (XMHQ) stake by 3.4% in Q1 2026, selling an estimated $284K and leaving 76,894 shares worth $7.95M. The position accounts for 0.09% of the portfolio, ranked #154.

NewEdge Wealth first reported a position in XMHQ in Q2 2024 and has held it in 8 quarters since. The position peaked at $9.58M in Q2 2025. 423 funds tracked by Wall St. Rank hold XMHQ as of Q1 2026.

NewEdge Wealth held 76,894 shares of Invesco S&P MidCap Quality ETF worth $7.95M as of Q1 2026.
NewEdge Wealth sold 2,676 Invesco S&P MidCap Quality ETF shares in Q1 2026, an estimated $284K.
Invesco S&P MidCap Quality ETF made up 0.09% of NewEdge Wealth's portfolio in Q1 2026, its #154 holding.
NewEdge Wealth first reported a position in Invesco S&P MidCap Quality ETF in Q2 2024 and has held it in 8 quarters since.
NewEdge Wealth's Invesco S&P MidCap Quality ETF position peaked at $9.58M in Q2 2025.
423 funds tracked by Wall St. Rank held Invesco S&P MidCap Quality ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.